dayforce software functionality and global use guide · product where support for multi-currency is...

Dayforce Software Functionalityand Global Use Guide

Dayforce-Software Functionality and Global Use Guide_release 56 SP1 (04-2019)

Feature Matrix Definitions

✓ Full Localized Supported

● Available for As-Is Use

Not Supported

n/a Not Applicable

Release 56 SP1 Features (Q2 2019)

Module Parent Feature Child Feature Description Australia Canada Ireland UK USAll Other

CountriesCore Elements &

HR/Self-ServiceActivate Allows access to the Activate tool. ● ✓ ● ● ✓ ●

Core Elements &

HR/Self-ServiceMessaging

There are various options for messages such as create a new notification message to which no one can reply, create

a new note, forward a note, or reply to a note, as well as, access the address book.✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceMain Application UI

The Main Application UI contains elements that are added to the main application and available throughout the

application.✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceEmployee Card

The Employee Card feature can be configured to display a snapshot of the specified employee's Profile, Time, Pay,

Benefits, Performance Management, and Documents information.✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceReport Card

The Report Card contains a sample of the data that the report generates, as well as other details about the report

including fields, filters, and layout settings. It also contains Run Report and Edit Report buttons that allow you to

work with the report after you preview it. This feature is displayed when you select a report from the results of the

Global Search.

✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServicePeople

The People feature contains Employee Profile, with several sub-features that control what HR information users

can review and edit. Managers, HR professionals and other users with access can perform several HR management

tasks with the application in People, maintaining employee records, defining employee availability, and assigning

policies that control how employees are scheduled and paid.

✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceApprovals Enables approvals feature. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceCurrency Conversion

Enables the feature to change currency display for all monitory amounts on the People list and other areas in the

product where support for multi-currency is implemented.✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServicePredictive Analytics

Predictive analytics applies machine learning to data from Dayforce to provide administrators and

managers with predictive insights that can help them to respond proactively to potential problems.n/a ✓ n/a n/a ✓ n/a

Core Elements &

HR/Self-ServiceTeamRelate

TeamRelate is designed to provide insight into your communication style, and how you can adapt your style to

better communicate with your team. With its integration into Dayforce you can access this information directly

within the application, providing a single user experience.

✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceDayforce News - What's Coming

Enables the What's Coming tab where users can read about new features in the release version they're currently

using.✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceDayforce News - What's New Enables the What's New tab where users can read about features that are being developed for future releases. ✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceGlobal Search Global Search

Global search icon loated on th etop menu bar allows you to quickly search for a feature, report or employee using

All, Peope, Features or Reports. Peope search results presents the employee card detail. Features search results

presents features screens. Reprts search results opens up the report card for a report sampling.

✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceMain Application UI Print Screen Feature

The Print Screen Feature enables the print screen feature, which allows users to capture and save the entire

application display as a PDF file. When this feature is enabled, the camera icon is displayed near the right end of the

top border of the application.

✓ ✓ ✓ ✓ ✓ ✓

Dayforce Software Functionality and Global Use Guide - Core Elements & HR-Self-Service

Functionality has been designed to address specific local requirements. Ceridian and its implementation partners are able to provide software configuration services in support of client's expressed application of local requirements.

Ceridian has not researched nor necessarily implemented specific local country requirements, including language translations. However, functionality may have utility in jurisdictions beyond those with full localized support.

Ceridian and its implementation partners, to the best of their ability, will utilize existing product configuration options and input from a client to meet the client’s expressed operational practices

Ceridian has not researched nor implemented specific local country requirements, including language translations. Ceridian will provide technical support for the software, but neither Ceridian nor its implementation partners can

provide localized support.

Functionality is not applicable to the specified country.

Application Container



Countries

Core Elements &

HR/Self-ServiceLocalization

The Localization feature enables the localization tool within the application, which allows administrators to apply

localized strings for various elements; localizations replace the default labels for items such as fields, columns or

button names. When this feature is enabled, areas of the application that can be localized display the Localize

button.

✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServicePersist Org Selection

Select the Persist Org Selection sub-feature to configure the application to use a 'global org picker'; when enabled,

the application persists a user’s selection from the ‘org picker’ when they navigate between features that use the

org picker.

✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceCan Create New Messages

Select the Can Create New Messages checkbox and users can create new notes, forward received notes, and reply

to received notes. Clear the checkbox and users can reply, or reply all, to a note, but cannot add new recipients.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceCan Create New Broadcast Notification

Select the Can Create New Broadcast Notifications checkbox and users can create a new notification message, to

which the recipient(s) cannot reply. Clear the checkbox and users cannot create broadcast messages.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceRespect Employee Security

Select the Respect Employee Security checkbox and the address book is limited according to the user's access

authority. Clear the checkbox and users can access the address book for the entire organization when choosing

message recipients.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceProfile

The Profile feature enables the Profile tab, where the application displays the employee's Contact Information,

Employment Details, and Emergency Contacts information.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceDocuments

The Documents feature enables the Documents tab, which displays the documents associated with the employee,

which can be downloaded by clicking the Download arrow.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceActions The Actions feature enables specific actions on the Employee Card. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServicePerformance Management

The Performance Management feature enables the Performance Management tab, which displays information on

the employee's goals and Performance Management reviews.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceBenefits

The Benefits feature enables the Benefits tab, which displays information on the employee's benefit elections, by

plan type.n/a ✓ n/a n/a ✓ n/a

Core Elements &

HR/Self-ServiceTime

The Time feature enables the Time tab, which displays information on the employee's Upcoming Shifts, Worked

Shifts, and Time Away requests.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServicePay

The Pay feature enables the Pay tab, which displays information on the employee's pay class, group, type,

frequency, and salary or hourly rate. By default, the salary or rate information is hidden for security reasons and

can be displayed by clicking the View link.

● ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServicePeople This feature must be enabled so that users can view employees in Employee Profile. ✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceOrganization Chart Enables the org chart view, allowing you to toggle between the standard list view and a hierarchical org structure. ✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServicePeople list View all employees in a list and take actions on them. ✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceEdit Select employees by pay group to apply changes to attributes such as policies, hours, status, pay type, group etc. ✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceView Profiles Multi selct employees to viw their employee profile details. ✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceActions Select New hire Onboarding to hire or rehire employees. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceReports Run reports on people that you manage ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServicePersonal

View and update personal information, including information for dependents, beneficiaries, and emergency

contacts✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceOverview

View employee information at a glance. This includes Employment, Work assignment, TeamRelate, Compensation,

Time away balances, Business contacts and Talent factors. ✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceForms Access forms and review form submission history ✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-Service

Employment, Compensation and Policy

SettingsView and update employment history, compensation history, and assigned policies and groups ✓ ✓ ● ✓ ✓ ●

People - Employee profile

Employee Card

Messages

Main Application UI

People




HR/Self-ServiceUpdate employee image Authorized managers can upload an image for their employees. ✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceFlight Risk

The Flight Risk Toolkit provides data to equip and enable managers in evaluating team members that have been

identified as a potential Flight Risk.● ● ● ● ✓ ●

Core Elements &

HR/Self-ServiceWork Assignments View and update work assignments, which determine the jobs an employee is eligible to perform. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceManagement Assignments Define the management structure by assigning managers, direct reports, and managed locations ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceSecurity Settings View and update user account settings ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceEmployee Notes and Documents

Add, view and delete comments and notes on the employee's record including electronic documents on the

Overview screen.✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceData mapping informational dialog View changes on employee record trigger due to a data mapping rule ✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceLeave Management Record and track leave information for an employee ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceConfidential Identifications View and update confidential information such as birth information and SSN/SIN ✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceWork View and update work assignment history, managers, managed locations, and direct reports ✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceTalent Profile- Performance View and Update employee performance manually or through imports. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceLearning Profile

Enables managers and administrators to view employee training information including courses, learning plans, skills

and certifications.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceContact Information View and update contact information such as addresses and phone numbers ✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceConfidential Information View and update confidential information such as birth information and SSN/SIN ● ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceDependents and Beneficiaries View and update information for dependents and beneficiaries ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceEmergency Contacts View and update emergency contact information ✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceHighly Compensated Employee

You can configure an employee as highly compensated on My HR > Assignments. Before you can define an

employee as highly compensated, you must load the employee's HR records.● ✓ ● ● ✓ ●

Core Elements &

HR/Self-ServiceEmployment Type

If the application is configured to process contractor and pensioner employees, users can assign an employment

type and effective dates to the appropriate employee, which determines the appropriate taxes and generates the

proper year end tax forms.

● ✓ ● ● ✓ ●

Core Elements &

HR/Self-ServiceKey Information Managers can view and update key information such as hire date and seniority date. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceHR policies Managers and admins can track an employee's policy sign offs ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceEmployee Properties View and update additional employee properties ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceEmployment Status

An employee’s status describes whether or not they are available for work. A status can also describe why an

employee is not available. For example, if you want to record that an employee has been terminated, you would

need a ‘terminated’ status.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceOnboarding Policy You can assign an employee to any of the onboarding policies configured in the application. ✓ ✓ ● ✓ ✓

Core Elements &

HR/Self-ServiceEmployment Agreement

View and manage employment agreements for employees. This feature is currently limited to managing a subset of

information mandated in agreements in the EU ●

Core Elements &

HR/Self-ServiceHR Incidents Record and track HR incidents ● ✓ ● ● ✓ ●

Core Elements &

HR/Self-ServiceSafety and Health Incidents Record and track health and safety records, including OSHA incidents ✓

Core Elements &

HR/Self-ServiceUnions View and update union membership ● ✓ ● ● ✓ ●

People - Employee profile

Employee Profile - Personal

Employee Profile -Employment




HR/Self-ServiceManagement Assignments Define the management structure by assigning managers, direct reports, and managed locations ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceWork Assignments

A single work assignment is a combination of a position an employee can work and a location where they can work

it. The application tracks which jobs employees are eligible to perform through their “work assignments”; a single

work assignment is a combination of a position an employee can work and a location where they can work it. For

example, a work assignment might dictate that the employee can work as a Sales Clerk (a position) in the Bayview

store (a location). To record that an employee can work at another location, you need to record a new work

assignment. When managers schedule employees for their location, they can only choose from a list of employees

who have work assignments at the corresponding location. So it is important each of your employee's list of

locations is accurate.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceVolunteer List

Employees can be assigned to volunteer lists that have been configured in the organization using this feature.

Users with access to the Volunteer List feature can assign employees to as many volunteer lists as necessary.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceAttendance

Assign the Attendance feature to the user role(s) that need to access information on an employee's attendance

records; when assigned, this feature enables the Attendance section in Employee profile.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceAvailability

Users can specify their availability to assist their manager(s), supervisor(s) or other users with appropriate access in

creating schedules. Managers can update their employee availability.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceBadge

Maintain employee badge information✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceBalances View employee balances. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceView Access Restricted Balances

Balances are used to track employee benefits, such as vacation time, sick and personal days. Employees can only

use a restricted balance if their supervisor, an HR professional, or another user with the appropriate access has

given them access to the balance within Employee profile.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceBiometric security View biometric records and adjust the biometric threshold and exemptions, ● ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceClock group assignment

Clock group assignment controls which clocks employees can punch in and out at. Assign this feature to user roles

responsible for assigning clock group assignments to employees. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceDefault labor Add and view default labor for specific positions for your employees. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceJob step rates Assign job step rates for work assignments for your employees. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceJob step rate - purge history The Purge Rate History feature enables users to purge an employee's rate history in employee profile. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServicePay code groups

Pay code groups restrict which pay adjustments a manager has access to assign and specify which pay adjustments

can be assigned to an employee, based on the pay codes contained in the group. Assign this feature to the user

role(s) responsible for assigning the pay code group(s) to employees. Select the Pay Code Group feature to enable

the Pay Code Group section in Employee profile.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServicePhoto enrollment Enables photo enrollment on the Dayforce touch clock. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceScheduling preferences Assign scheduling preferences for your employees by group, job or shift type. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceSchool year calendar Assign a school year calendar to your employees. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceEmployee Work Contracts

The Employee Work Contracts option allows users to assign work contracts to employees, and optionally define the

employee's work pattern.✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceRestrict Work Assignments

Turning on this feature will allow managers to only choose from locations and positions based on their user

location access.✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceNon-Primary Legal Entity Enables the Non-Primary Legal Identity tab in My HR > Tax Definitions ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceWork Assignments

Allows management of an employee's location and position assignments, as well as related information such as

virtual indicators and job rates.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceRequire job rate value When this parameter is set all work assignments require a job rate. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceShow Payroll Information

When this parameter is set payroll information such as labor % and legal entity, etc., is visible on the work

assignment.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceShow Pay information

When this parameter is set pay informaiton such as rate, guaranteed amount and pay grade, etc. fields are visible

on the work assignment.✓ ✓ ✓ ✓ ✓ ●

Employee Profile - Work

Work Assignment




HR/Self-ServiceManagers

Employees can be assigned to manage particular employees; the Managers feature enables administrators to

configure employees as managers.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceManaged Employees

Employees can be assigned to manage particular employees; the Managed Employees feature enables the

Managed Employees tab in Employee Profile >Work > Management Assignments.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceManaged Locations

Employees can be assigned to manage particular locations; the Managed Locations feature enables the Location tab

in My HR > Management.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceSecurity Settings View and update user account settings ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceDocument Security Group

The Document Security Group is a security group you can assign to a user to determine which documents they can

access.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceDelegation

The application can be configured to allow employees to delegate their access to another user, if necessary; for

example, users may delegate access to their account before leaving on sabbatical or maternity leave. Users with the

Delegation feature assigned can view, add, update and delete the delegation status(es) of employees.

✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceLocation access The parameters define which locations the user can access in the application. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServicePay code groups

Pay code groups restrict which pay adjustments a manager has access to assign and specify which pay adjustments

can be assigned to an employee, based on the pay codes contained in the group. Assign this feature to the user

role(s) responsible for assigning the pay code group(s) to employees.

✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceRoles Assign roles, which specify a user's level of access to features and data within the application. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceUsers Allows users to reset their employee's password. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceUser properties Allow users to update basic user informaiton such as name, culture and numeric culture. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceUpdate user password /pin

This feature allows users to reset their password from their mobile device. With this feature assigned, the

application displays the Reset Password functionality.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceEmployee Availability Report

The Employee Availability Report returns a list of employee availability; when employees are available and

unavailable to work, distinguishing between available all day, part of the day, or unavailable to work.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceEmployee Accelerated Plan Report

The Employee Accelerated Plan report is only used to report on employees with an accelerated grant during an

effective date range or as of a specified date.● ✓ ✓ ● ✓ ●

Core Elements &

HR/Self-ServiceEmployee Changes Report

The Employee Changes Report is used to report on any changes that were made to employee records within the

selected pay period, and can be filtered by legal entity, employee, field name, the user who made the changes, or

the type of transaction.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceEmployee Balance Report

The Employee Balance Report returns a summary of employee balances, such as the number of sick and vacation

days.✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceEmployee Work Contract Report Reports on work contracts in Employee Profile> Work> Work Contracts. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceEntitlement Liability Report

The Entitlement Liability Report allows users to report on employees’ remaining time off balances, and the

associated liability amount (which is calculated by applying the employee’s base rate to the balances). For example,

the liability amount for an employee who has a $10 base rate and 20 hours of vacation remaining would be $200.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceEmployee Audit Report

The Employee Audit Report returns a list of any modifications that have been made to employees' records during

the specified date range.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceChange of Address Action Assign the Change of Address Action feature, and address changes are made by workflow. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceChange of Contact Info Action Assign the Change of Contact Info Action feature, and contact information changes are made by workflow. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceChange of Emergency Contact Action

Assign the Change of Emergency Contact Action feature, and emergency contact information changes are made by

workflow.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceChange of Biography Action

Used to make the Employee Biography form accessible from the Biography section of the Employee Profile within

Profile & Settings✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceForm Submissions Used to control access to form submission history ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceHR Profile Forms List Used to define the forms that display in the dropdown menu within HR profile ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServicePolicies & Groups Forms Action Used to control access to the forms dropdown menu within the Policies & Groups section of the employee profile ✓ ✓ ● ✓ ✓ ●

Form Actions

Management Assignments

Employee Profile - Security

settings

Reports



Countries

Core Elements &

HR/Self-ServiceDependent and Beneficiary Forms Action

Enables the Action button in the Dependents and Beneficiaries tab of the Employee Profile where administrators

can access assigned benefits forms.n/a ✓ n/a n/a ✓ n/a

Core Elements &

HR/Self-ServiceCompensation Forms Action Used to control access to the forms dropdown menu within the Compensation section of the employee profile ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceEmployment Forms Action Used to control access to the forms dropdown menu within the Employment section of the employee profile ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceEmployment Status Forms Action Used to control access to the forms dropdown menu within the Employment Status section of the employee profile ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceWeb Services

Web services enable the exchange of information among multiple systems over a network that follows a

request/response pattern, making use of a set of exposed application programming interface (or API) features. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceOData

OData is an extension of Dayforce reporting that allows end users to retrieve data from the Dayforce using a report

configuration from within business-level analysis tools such as Microsoft Excel and Microsoft PowerBI✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceNotification Status Enables the Notification Status screen. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceRead Data Enable both the Web Services feature and its Read Data sub-feature to allow access to Dayforce Web Services. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceNotification Subscriptions

The Notification Subscriptions feature enables the Notification Subscriptions sub-feature of System Admin > Web

Services. This is a screen for creating and managing notification subscribers and subscriptions✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceExplorer

The Explorer feature enables the Explorer tab of System Admin > Web Services. This feature consists of a set of

screens that use each of the Dayforce Web Services to demonstrate their behavior. With Web Services Explorer,

the client’s web services developers and other authorized users can:

- Experience and demonstrate Dayforce Web Service features directly in the Dayforce application.

- Verify configurations for Dayforce Web Services.

- Troubleshoot and reproduce issues discovered in coding/web service application(s).

✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServicePatch/post Employee HR Data

The POST operation allows third party software to new hire employees into Dayforce using RESTful web services.

The PATCH process is a similarly operation, allowing third party software to update existing employee HR data and

rehire employees whose information exists in Dayforce.

✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceEvents

The Events feature enables the Events tab, which displays information on the employee's schedule, including time

off requests and holidays. Employees can view either Upcoming Events or Past Events.✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceActions

The Actions feature enables the Actions tab, which displays important alert messages, on the Pending Actions

section.✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceBalances

The Balances feature enables the Balances tab, which displays the employee's timesheet balances. For each

balance, the application displays the Accrued, Approved, Pending, Remaining, and any Exceeded values.✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceEarnings The Earnings feature enables the Earnings tab, which displays the employee's most recent earnings summary. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceTalent

View and modify the Talent factors for each employee. Factors include performance, potential, promotion

readiness and flight risk.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceAnalytics View flight risk and Operation Views. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceBookmarks

The Bookmarks feature enables the Bookmarks tab, which is used to access and configure links to frequently

accessed websites.✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceView Hierarchy View organization chart for the company ✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceNotifications

The Notifications feature enables the Notifications tab in Profile & Settings, where users can set their notification

preferences. There are several ways of sending an alert:

- as an alert that is displayed in the Message Center

- as an email to your electronic address

- as a text message over SMS to your cell phone

- as a mobile push notification (provided your are configured to receive mobile push notifications)

✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceApps

Enables the Apps tab in Profile & Settings. The Apps tab displays Dayforce app information such as the mobile app

company ID and username, and OData connection information.✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceForm Actions

When the Form Actions feature is assigned, the associated changes made to employee information trigger a

workflow.✓ ✓ ● ✓ ✓ ●

Form Actions

Profile & Settings

Home

HCM Anywhere

Web Services




HR/Self-ServicePreferences

When the Preferences feature is enabled, users can configure their preferences for culture and language settings,

volunteer lists, and delegation access on the Preferences tab.✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceProfile

When the Profile feature is enabled, users can view and update personal information on the Profile & Settings >

Profile tab, including addresses, emergency contacts, work assignment, pay, payroll, and balance information.✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceForms Assign the Forms feature to enable the Forms tab on Profile & Settings. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceSecurity

The Password Update feature allows users to update the password that they use to login to the application. Users

can update their security questions and personal PIN.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceBalances Display Overview of balances with expiring transactions and time bank balances. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceEdit Contact Information The Edit Contact Information feature enables the Edit button on the Contact Information section. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceEdit Emergency Contact The Edit Emergency Contact feature enables the Edit button on the Emergency Contacts widget. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceUpload a Photo The Upload a Photo feature enables the photo upload control. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceYear End Form Delivery

The Year End Form Delivery feature allows users to access their year end forms on Profile & Settings > Profile.

Select the appropriate year end forms below this feature to assign them to the user role.n/a n/a n/a n/a ✓ n/a

Core Elements &

HR/Self-ServiceCulture

Users can configure their preferences for culture and language settings, volunteer lists, and delegation access on

the Preferences tab. The Culture feature enables the Culture/Language widget.✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceVolunteer Lists The Volunteer Lists feature enables the Volunteer Lists widget. ✓ ✓ ● ● ✓ ●

Core Elements &

HR/Self-ServiceDelegation The Delegate feature assigns the Delegation Access widget. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceHR Admin

The HR Admin feature enables the HR Admin feature, which contains several sub-features used to perform the

configuration and setup required to properly record and track employees' HR information.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceConfidential Identification types

Enable setup of various types of identification records that can be recorded in

an employee's HR records✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceCumulative Hours admin

Use the Cumulative Hours functionality to more easily determine if employees have worked the

required number of hours in the previous 12 months to be guaranteed employment after taking a

leave of absence.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceGender Identity

Enables management of Gender categories that can serve as the basis of the formation of a person's social identity

in relation to other members of society✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceStatus

The Employment Status Admin feature is used to maintain the employment statuses set up in the application and

to add more. Employment statuses are used to record whether the organization's employees are active,

terminated, on a leave of absence, or any other status that the organization wants to track.

✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServicePayClass

Pay classes help you categorize employees into different groups with different applicable payroll rules and policies.

The number of pay classes you set up depends on how specific your organization’s payroll rules and policies are.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceEmployment Status Admin

The Employment Status Admin feature is used to maintain the employment statuses set up in the application and

to add more. Employment statuses are used to record whether the organization's employees are active,

terminated, on a leave of absence, or any other status that the organization wants to track.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceEmployment Status Reason

This Employment Status Reason feature is used to maintain the different reasons that users with appropriate

access can select when modifying an employee's status in their records through My HR.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServicePay Class Admin

The Pay Class Admin feature is used to configure pay classes, which help administrators categorize the

organization's employees into different groups that can be applied different payroll rules and policies. Part-time,

full-time and students are common pay classes; this feature allows users to create as many as needed.

✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServicePay Types Admin

The Pay Types Admin feature is used to configure pay types, which describe how employees are paid; for example,

common configurations are salaried and hourly pay types.✓ ✓ ● ✓ ✓ ●

Profile & Settings

HR Admin

Preferences

Profile



Countries

Core Elements &

HR/Self-ServicePerformance Management Cycle Admin

The Performance Cycle Admin feature is required to configure Performance reviews in the application; it is used to

configure Performance cycles that define the date range during which an employee should be reviewed. When HR

professionals, managers, or other users with appropriate access record Performance reviews for their employees,

they select a Performance cycle from a list defined using this feature.

✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceHR Policy Admin

The HR Policy Admin feature is used to set up the HR policies that the organization tracks through the application;

once configured through this feature, users can track which HR policies employees have signed off on, and when

they did so, through My HR.

✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceEmployee Group Admin

The Employee Group Admin feature is used to define employee groups, which can be used to classify or categorize

the organization's employees into common groups, typically for reporting or payroll purposes.✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceRelationship Types Admin

The Relationship Types Admin feature is required to configure relationship types in the application, which are used

in My HR to track what relationship exists between an employee and their dependents. Before users can record

that an employee's dependent is a spouse or child, for example, those relationship types need to be created in HR

Admin.

✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceEmployee Properties

The Employee Properties feature is used to create additional fields or pieces of information that can be assigned to

the organization's employees if there are pieces of information not currently tracked in the application that need to

be; for example, the application does not track employee shoe sizes, but the organization supplies employees with

uniforms, so it would be useful to track this information. When assigned, it enables the Employee Properties

section within HR Admin.

✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceNew Hire Role Assignment The New Hire Role Assignment feature is used to define what role(s) users can assign when onboarding new hires. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceMy HR Role Security

The My HR Role Security feature is used to define which role(s) are visible to each user role within My HR. For

example, using this feature, the application can be configured so that assistant managers can only review the

records of employees, while managers can review the records of both assistant managers and employees. Typically,

this is used to control whether or not users can see the records of their peers within the application.

✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceVolunteer Lists

The Volunteer Lists feature is required to configure volunteer lists in the application, which are used to organize

employees into groups, typically to include or exclude a group of employees from the configuration of a rule.✓ ✓ ● ● ✓ ●

Core Elements &

HR/Self-ServiceHR Incident Admin

The HR Incident Admin feature is used to configure HR incident management within the application, which is used

to aid HR professionals, managers, and other users with appropriate access in recording and tracking HR incidents,

recording the actions taken as a result of the incident, and closing them when resolved.

● ✓ ● ● ✓ ●

Core Elements &

HR/Self-ServiceEmployee Statistics Type

Enables the HR Admin > Statistics Type feature. Statistics types allow you to store statistical data about employees'

pay amounts.✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceEmployee Data Mapping Rules

The application can be configured to define what assignments are automatically made during the HR Import, using

the Employee Data Mapping Rules. When configured, the import assigns specific values to qualifying employees,

according to the defined mapping rules.

✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceEmployee Number Generator

Enables the Employee Number Generator feature. Administrators can specify the prefix and suffix of employee

numbers generated by the application through HR Admin, as well as the starting number for new employee

numbers. When the application creates an employee number for a newly on-boarded employee, it starts at the

offset, increments for each new number, adds the prefix to the front of the employee number and the suffix to the

end of the employee number.

✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceMarital Status The Marital Status feature is used to define marital status types and their associated benefits groups. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceEthnicity Used to define ethnicity types tracked in the system. ● ✓ ● ✓ ●

Core Elements &

HR/Self-ServicePay Method Used to define pay methods in the system. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceDisability Status Used to define disability status types in the system ✓ ● ● ✓ ✓ ●

HR Admin




HR/Self-ServiceContact Information Types Admin Enables the Contact Information Types feature in HR Admin. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceCompliance Reporting Enables the Compliance Reporting feature for OSHA in HR Admin. n/a n/a n/a n/a ✓ n/a

Core Elements &

HR/Self-ServiceWork Contracts

The Work Contracts feature enables the Work Contracts feature in HR Admin, where administrators and other

users with necessary access can define the work contracts that get assigned to employees.✓ ● ● ✓ ● ●

Core Elements &

HR/Self-ServiceUnion Membership The Union Membership feature is used to create and maintain a list of unions in HR Admin > Unions. ✓ ✓ ● ● ✓ ●

Core Elements &

HR/Self-ServiceGroups Allows clients to define groups of employees based on eligibility criteria or manual assignment. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceRating Scale Rating Scale

The Rating Scale menu is required to configure Performance ratings that can be awarded to employees as a result

of their Performance reviews.✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceEEO-1 Filing

The EEO-1 Filing Report generates a CSV (comma-separated values) file compatible with the government's EEO-1

filing requirements.n/a n/a n/a n/a ✓ n/a

Core Elements &

HR/Self-ServiceOSHA

You can configure the OSHA report header data by location, so that it is automatically populated when you run

OSHA reports, and run OSHA reports for multiple locations at once. When you have recorded report header data

for a location, the application automatically populates the information on the report parameters when the OSHA

reports are run from My HR.

n/a n/a n/a n/a ✓ n/a

Core Elements &

HR/Self-ServiceReporting- HR Report library

Reports are provided for Audits, compliance, contact info, employee details including flight risk, employee

engagement, employee manager reports, employment , HR incidents, and export template.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceHR Incident Report The HR Incident Report summarizes the HR incidents reported during a specified date range. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceEmployee Balance Report

The Employee Balance Report returns a summary of employee balances, such as the number of sick and vacation

days.✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceCertification Expiry Report

The Certification Expiry Report returns a list of employee course certificates that are expiring within a specified

date range.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceLOA Report The LOA Report lists any employees who are on a leave of absence, and why. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceNew Hire Report The New Hire Report returns a list of employees who have been hired within the selected date range. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceTermination Report The Termination Report returns a list of employees who have been terminated within the selected date range. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceMissing Manager Report

The Missing Manager Report summarizes the employees within the organization that have not been assigned to a

manager.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceEmployee Availability Report

The Employee Availability Report returns a list of employee availability; when employees are available and

unavailable to work, distinguishing between available all day, part of the day, or unavailable to work.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceEmployee Detail Report The Employee Detail Report returns an organized list of employees and their pertinent details. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceTurnover Report The Turnover Report summarizes the amount of turnover in your location, with statistics for each quarter. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-Service90 Day Performance Review Report This report has been discontinued. n/a n/a n/a n/a n/a n/a

Core Elements &

HR/Self-ServiceEmployee Audit Report

The Employee Audit Report returns a list of any modifications that have been made to employees' records during

the specified date range.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceEntitlement Liability Report

The Entitlement Liability Report allows users to report on employees’ remaining time off balances, and the

associated liability amount (which is calculated by applying the employee’s base rate to the balances). For example,

the liability amount for an employee who has a $10 base rate and 20 hours of vacation remaining would be $200.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServicePolicy Acknowledgement Report The Policy Acknowledgement Report returns a list of employees who have signed off on a specified HR policy. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceEmployee Accelerated Plan Report

The Employee Accelerated Plan report is only used to report on employees with an accelerated grant during an

effective date range or as of a specified date.● ✓ ✓ ● ✓ ●

Core Elements &

HR/Self-ServiceEmergency Contacts Report

The Emergency Contacts Report reports on the details of employee emergency contacts. The report can be run for

the entire organization or just employees who work at specific locations; this list of employees can be further

filtered by department, pay class, pay type, status, or job, and then sorted by name or employee number, using the

report’s parameters.

✓ ✓ ✓ ✓ ✓ ●

HR Reports - fixed format

HR Admin

Compliance Reporting

HR Reports



Countries

Core Elements &

HR/Self-ServiceEarning Statement Report This report has been discontinued. n/a n/a n/a n/a n/a n/a

Core Elements &

HR/Self-ServiceEmployee Work Contract Report Reports on work contracts in My HR > Work Contracts. ● ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceOSHA 301 Report The OSHA 301 Report returns an injury and illness incident report of a single HR health and safety incident. n/a n/a n/a n/a ✓ n/a

Core Elements &

HR/Self-ServiceEmployee Changes Report




✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceOSHA 300 Report The OSHA 300 Report returns a log of work-related injuries and illnesses. n/a n/a n/a n/a ✓ n/a

Core Elements &

HR/Self-ServiceOSHA 300A Report

The OSHA 300A Report returns a summary of work-related injuries and illnesses. It is run for a specific year and

location.n/a n/a n/a n/a ✓ n/a

Core Elements &

HR/Self-ServiceEEO-1 Filing

The EEO-1 Filing Report generates a CSV (comma-separated values) file compatible with the government's EEO-1

filing requirements.n/a n/a n/a n/a ✓ n/a

Core Elements &

HR/Self-ServiceVETS-4212 Filing

The VETS-4212 Filing Report exports data for filing in accordance with the requirements for federal contractors and

subcontractors under VEVRAA (Vietnam Era Veterans' Readjustment Assistance Act of 1974).n/a n/a n/a n/a ✓ n/a

Core Elements &

HR/Self-ServiceLOA Report

This report lists any employees who are on a leave of absence, and why. Select the Show Selected Parameters

feature and the LOA Report displays the report parameters selected when the report is run, in the header.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceAnalytics

In addition to the analytics displayed on each job and position, users can access detailed analytic information;

assign the Analytics feature to enable the Analytics tab of Org Setup > Jobs and Positions.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceEmployment Indicator

Jobs and positions can be further organized by system- and user-configured employment indicators. Assign the

Employment Indicator feature to enable the Employment Indicator tab in Org Setup > Jobs and Positions.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServicePosition Term

Users can classify positions based on established time frames. Assign the Employment Indicator feature to enable

the Position Term tab in Org Setup > Jobs and Positions.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceWorkers Comp

Payroll administrators and other authorized users can configure workers compensation information for any of the

organization’s listed jobs. Assign the Workers Comp feature to enable the Workers Comp tab in Org Setup > Jobs

and Positions.

● ✓ ● ● ✓ ●

Core Elements &

HR/Self-ServiceExport/Import

New and existing departments can be defined and imported through Org Setup. Using CSV (comma-separated

values) files, the information can be quickly and conveniently created or updated, using the Import and Export

functions. Assign the Export/Import feature to enable the Import and Export buttons in Org Setup > Departments.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServicePosition Sets

Position sets is a concept used to support minimum staffing, if employees work a position included in a defined

position set, they are considered to be satisfying the requirement.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServicePay Grade

The application can be configured to support job and pay grades, which determine what range of pay employees

should earn for working specific jobs. The application uses job grades to determine what range of pay, between a

minimum and maximum rate or salary, employees earn for working specific jobs.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceDepartments

Departments contain the jobs employees are scheduled to work and are linked to zones, which receive a portion of

a location's labor budget. Assign the Departments feature to enable the Departments section of Org Setup.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceJob Family Enables the Job Family tab in Org Setup > Jobs and Positions. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceJob Functions Enables the Job Functions tab in Org Setup > Jobs and Positions. ✓ ✓ ✓ ✓ ✓ ●

HR Reports - fixed format

Jobs and Positions




HR/Self-ServiceCan Create New Messages

Assign the New Note option when users compose new messages; note messages are messages that the recipient(s)

can respond to, similar to an email.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceCan Create New Broadcast Notification

Assign the New Broadcast option when users compose new messages; broadcast messages are messages that the

recipient(s) cannot respond to. Typically, this is used to allow managers or supervisors to send informational

messages to their employees, which do not require a personal response.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceRespect Employee Security

The Respect Employee Security feature restricts the messaging address book to staff that the user assigned this sub-

feature is authorized to see. If this sub-feature is not enabled, the entire address book is available when users

select message recipients.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceEmployee Reset Password

The Employee Reset Password feature allows users to reset their password from their mobile device. With this

feature assigned, the application displays the Reset Password functionality.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceDelegation

Authorized managers can delegate access to user accounts. Delegation might become necessary when an employee

requests an extended leave of absence, thus it might be necessary to delegate access to their user account. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceSecurity Questions

This feature allows users to set up the security questions that the app displays in cases when the user forgets their

password.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceDirect Edit Contact Information Select this feature to enable users to edit their contact information ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceUpload a photo

The Upload a Photo feature enables the photo upload control. Employees can add a photo from their mobile

device.✓ ✓ ✓ ✓ ✓ ●

Core Elements &


This feature allows users to have access to TeamRelate. TeamRelate provides insight into your communication style

and core convictions.n/a ✓ n/a n/a ✓ n/a

Core Elements &

HR/Self-ServiceDirect Edit Emergency Contact Select this feature to enable users to edit their emergency contact information. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceMobile Manager

Managers, supervisors, or other users with access can access several features through the mobile apps, to review

and edit employee information, approve and deny requests, track attendance, and manage their tasks. Assign the

Mobile Manager feature to enable the Employee Self-Service functionality of the app, as well as any of the

appropriate sub-features below.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceMobile ESS

Employees can access several features through the mobile apps, to view and update their available hours, review

their schedule, and make time away from work requests. Assign the Mobile ESS feature to enable the Employee

Self-Service functionality of the apps, as well as any of the appropriate sub-features below.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceDayforce Assistant

Dayforce Assistant can be made available for both employees and managers to use. Users can perform tasks such

as requesting time away from work, check entitlement balances, checking your schedule, or actioning time off

requests. This new conversational interface will increase engagement with Dayforce by making it easier to perform

everyday tasks. Available initially in English only

● ● ● ● ● ●

Core Elements &

HR/Self-ServiceMessages

Through the Messages feature, you can read messages that have been sent to you by other users, or system alerts

that have been sent to you by the application.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceMy Profile

The My Profile features allows users to view their employee information such as their address(es) and phone

number(s)✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceShow Employee TAFW Balances

Select the Show Employee TAFW Balances feature and the Balances section displays the employee's current

balances, such as number of vacation days.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceDirect Edit Contact Information The Direct Edit Contact Information feature enables managers to edit contact information. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceDirect Edit Emergency Contact Information The Direct Edit Emergency contact feature enables managers to read, create, edit or delete profile data. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &


TeamRelate is designed to provide insight into your communication style, and how you can adapt your style to

better communicate with your team. With its integration into Dayforce, you can access this information directly

within the app, providing a single user experience.n/a ✓ n/a n/a ✓ n/a

Core Elements &

HR/Self-ServicePredictive Analytics Enable this feature to show flight risk indicators in the employee profile in the mobile apps. n/a ✓ n/a n/a ✓ n/a

Core Elements &

HR/Self-ServiceReset Password The Employee Reset Password feature allows users to reset their password from their mobile device. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Mobile

Mobile Manager - Employees

Mobile Messages

Mobile My Profile




HR/Self-ServiceDirect Management Used to assign employees to a manager using the direct employee to manager security model ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceLocation Used to assign employees to a manager using the derive by org (location level) security model ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceManaged Employees Used to assign employees to a manager using the direct employee to manager security model ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceBenefit Data Export

Create and maintain a carrier feed for single or multiple carriers. Create and maintain a feed for COBRA qualified

event and Initial notice.● ✓ ● ● ✓ ●

Core Elements &

HR/Self-ServiceHR Data Export Used to setup export templates for the DF Link HR Data Export background task. ● ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceEmployee - Getting started Getting started checklist Complete your personal, tax information, banking and signoff on company policies. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceFirst Time Access Email

You can view all onboarding employees who are supposed to receive a first time access email to access

Dayforce for the first time. In an expanded row view, you can re-send the email and view the SSO status,

the email status, the last delivery attempt, remaining attempts and see if the employee's email address,

phone number, and role are correct.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceOnboarding employees

Overrides secure employee view, so the role with this feature enabled can see all employees with an onboarding

policy ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceTailored Tasklists

You can create your own tasks and assign them to employees when your direct reports have

onboarding needs that differ from the rest of the organization.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceBenefits enrollment in Onboarding

Ability for onboarding employees to enroll in benefits through their Onboarding experience. Benefit enrollment is

associated with a policy in the Getting Started tab of Onboarding Setup > Onboarding Policy. Benefits enrollment

must be set up in order for onboarding employees to be able to enroll. ✓ ✓ ✓

Core Elements &

HR/Self-ServiceManager Checklist Configuration

You can configure a checklist to guide managers through the tasks associated with onboarding their new employees

in Onboarding Setup > Manager Checklist Configuration. The checklists you configure are associated with a policy in

the Manager Checklist tab of Onboarding Setup > Onboarding Policy

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceKey People Configuration

You select and define the key people for your organization in Onboarding Setup > Key People Configuration. The

key people you configure will be available to select to add to the Key People section of the Onboarding Policy

configuration

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceCompany Logos

You can upload images that can be included in your onboarding messaging in Onboarding Setup > Company Logos.

You can upload JPG, PNG, BMP, or GIF files. These logos are available to add to the Welcome Message section of

the Onboarding Policy configuration.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceOnboarding Policy

Onboarding policies are configured in Onboarding Setup > Onboarding Policy. For each policy, you can select the

sections of the Getting Started page to include, configure the content of those sections, and specify how those

sections are organized. In addition, you can configure the task checklist that managers will see in the Manager

Checklist tab for employees who are assigned to the onboarding policy.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceEmployee Checklist Configuration

You can configure a checklist to guide employees through the tasks associated with onboarding in Onboarding

Setup > Employee Checklist Configuration. The checklists you configure are associated with a policy in the Getting

Started tab of Onboarding Setup > Onboarding Policy

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceOnboarding - API for I-9 API for I-9 With the generic I-9 integration API, clients have the flexibility to integrate with I-9 vendors of their choice ✓ ✓ ✓ ✓ ✓ ●

Onboarding

Onboarding Setup

Data Export Setup

Employee Management




HR/Self-ServiceOrg Setup

The Org Setup features of Dayforce allow users to configure information about the organization, such as the

departments, positions, and jobs within the company.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceOrganization

Through the Organization feature, users can define the groups and sub-groups that make up the organizational

hierarchy. The top of the organization and the organizational groups and sub groups that fall under it, often

referred to as 'org units', that make up your organization, such as districts and regions, must be configured so that

the other organizational elements can be assigned to the appropriate group(s) in the organization. Assign this

feature to enable the Organization section and subfeature tab of Org Setup.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceDockets

Employees can record their time against preconfigured dockets or work orders set up in the application. Dockets

are used in Dayforce to track logged time against some quantity of work produced. Typically, this quantity

represents a number of "pieces" made in the docket, like the number of windshields installed on a car assembly

line. Assign the Dockets feature to enable the Docket section of Org Setup.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceJobs and Positions

Dayforce tracks the jobs employees are eligible to perform so that when managers create schedules, they can staff

appropriate employees. A job is a particular configuration of duties, responsibilities, and the skills, knowledge,

ability and other characteristics that are required for the organization to meet its specific goals. Each job can be

configured with one or more positions beneath it, which represent single instances of jobs that are assigned to

specific locations and represent work that needs to be done. Positions are associated with departments, and

determine from what budget the associated employee’s hours and labor cost are deducted. Assign the Jobs and

Positions feature to enable the Jobs and Positions section of Org Setup. Users with access to this feature can define

jobs and positions within the organization.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServicePosition Qualifications User with access to this feature can specify the default links between positions ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceLabor Metrics and skills and/or certifications. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceLabor Metric Types

Users with access to the Labor Metric Types feature can define groups of similar labor metric codes in the

application. These types are displayed throughout the application as drop-down lists from which you can select

specific labor metric codes.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceLabor Metric Codes

Users with access to the Labor Metric Codes feature can create customized labor metric codes for the purpose of

labor tracking within an organization. These codes are associated with labor metric types, and appear in drop-down

lists throughout the application.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceLocation Property Values

The Location Property Values feature allows users to define the location property values for specific locations;

location properties are measurable properties of locations within the organization that can be used with task

management and labor planning. Assign this feature to enable the Property Values feature on the Location tab of a

selected location in Org Setup > Organization.

✓ ✓ ● ● ✓ ●

Core Elements &

HR/Self-ServiceLocation Types

The Location Types feature enables the Location Type tab of Org Setup > Organization, where users can define

location types; location types are physical areas within an organization's locations, which employees can be

scheduled to, such as stations on an assembly line, desks, or booths.

✓ ✓ ● ● ✓ ●

Core Elements &

HR/Self-ServiceLocation Type Values

The Location Types Values feature allows users to assign the location types to specific locations; location types are

physical areas within an organization's locations, which employees can be scheduled to, such as stations on an

assembly line, desks, or booths. Assign this feature to enable the Location Types feature on the Location tab of a

selected location in Org Setup > Organization.

✓ ✓ ● ● ✓ ●

Core Elements &

HR/Self-ServiceAuthority Types

Enables the Authority Types tab on Org Setup > Organization. You can configure Authority Types on this tab, which

are referenced on workflow objects and by the Performance Management feature. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceLegal Entity

Used by the Payroll functionality of the application; a legal entity is an organization that federal tax authorities

recognize; a single organization may have several legal entities or just one. Since each legal entity is assigned to

either Canada or the United States of America, organizations that operate and pay employees in both countries

need at least two legal entities configured, one for their American employees and one for their Canadian

employees. In the application, legal entities are used to ensure the appropriate taxes are applied to employees'

pay.

✓ ✓ ● ✓ ✓ ●

Org Setup

Organization




HR/Self-ServiceLevels

Users can define a location's organizational level for optimized classification. The Levels feature enables the Levels

tab in Org Setup > Organization.✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceMDSE Department

Merchandising departments are an optional part of defining your organization, which can be used to track sales by

assigning products to the appropriate department. Products in stores are often organized by departments; for

example, an electronics store might have a computer department and a home theater department. When customer

service puts through the sale of a television, the sale is linked in the Point-of-Sales system with the home theater

department; merchandising departments are used in the application to link this POS data with the corresponding

zone. Assign the MDSE Department feature to enable the MDSE Department tab of Org Setup > Organization.

✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceZone

In the application, zones are used to organize a location for labor planning, scheduling, and security access. They

are an area of a location that uses part of the labor budget and has employees scheduled to work in it. Zones and

departments can be configured with a one-to-one ratio, or a single zone can contain multiple departments.

✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceZone Package

Zone packages are collections of departments and zones that are used to quickly assign zones and departments to

new locations created in the application. Zone packages link departments to zones in the locations they are

assigned to; a zone package can be company wide, specific to a region, a district, or a single location. Assign the

Zone Package feature to enable the Zone Package tab of Org Setup > Organization.

✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceZone MDSE Department

Merchandising departments track Performance Management, most commonly sales; once they have been

configured, they can be assigned to the zones that generate the Performance Management or sales, to track the

relationship between them. Users with access to the Zone MDSE Department feature can link merchandising

departments to zones; assign this feature to enable the Zone MDSE Department tab of Org Setup > Organization.

✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceLocation Properties

The application can record measurable properties of locations within the organization for use with task

management and labor planning; for example, the square footage of each location, the number of cash registers in

each store, or the amount of stations on an assembly line can all be saved as location properties. Assign this feature

to enable the Location Properties tab of Org Setup > Organization.

✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceLocation Daily Properties

Location daily properties are similar to location properties in that they are measurable properties of locations

within an organization that you can create for specific locations and use with task management and labor planning.

They are helpful in situations where activity demand times vary from location to location.

✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceWork Location Overrides

The Work Location Overrides feature is used by the Payroll functionality of the application to record work locations

for employees who work remotely. Since employees need to be taxed based on the location where they physically

work, if they work remotely and not at one of the physical sites defined in the organizational hierarchy, the address

where they do work needs to be configured and assigned to the employee.

✓ ✓ ● ● ✓ ●

Core Elements &

HR/Self-ServiceMobile Org Taxation Available Allows users to set taxation addresses on mobile work locations. n/a n/a n/a n/a ✓ n/a

Core Elements &

HR/Self-ServiceMobile Org Addresses

The Mobile Org Addresses feature allows users to define mobile org locations if an employer has multiple

addresses and taxation requirements for a single location. For example, a fishing boat might be located in Alaska for

half of a pay period, and in California the other half. Assign this feature to enable the Mobile Org Addresses tab of

Org Setup > Organization.


Core Elements &

HR/Self-ServiceLocation Addresses Enables the Location Addresses tab in Org Setup > Organization. n/a ✓ n/a n/a ✓ n/a

Core Elements &

HR/Self-ServiceTaxation Address Available Allows users to set taxation addresses on work locations. n/a ✓ n/a n/a ✓ n/a

Core Elements &

HR/Self-ServiceJobs Allow configuration of jobs within an organization; they act as a template for positions. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServicePositions

Allow configuration of positions within an organization; a position is a single instance of a job assigned to

organizational unit.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServicePosition Term Export/Import

Enables the Import and Export buttons on Org Setup > Jobs & Positions > Position Term so that you can export

these values to CSV. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceDepartments Export/Import Allows users to import/export department configuration details to/from a CSV ✓ ✓ ✓ ✓ ✓ ●

Organization



Countries

Core Elements &

HR/Self-ServiceDockets Export/Import

New and existing dockets can be defined and imported through Org Setup. Using CSV (comma separated values)

files, the information can be quickly and conveniently created or updated, using the Import and Export functions.

Assign the Export/Import feature to enable the Import and Export buttons in Org Setup > Dockets.

✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceReport Library

The Report Library feature enables access to the system report templates in the report library. By default, users

who have access to Reporting have access to all categories and reports in the report library. Expand this subfeature

and the categories within it to clear access to individual reports and categories for a user.

✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceBenefits The Benefits category provides many benefit reports to manage enrollments and elections. n/a ✓ n/a n/a ✓ n/a

Core Elements &

HR/Self-ServiceAdmin

The Admin category contains reports that administrators use to view information about the application. It contains

reports about billing, user roles, and workflows. The data for these reports comes from the System Admin feature,

employee self-service forms, and the Workflow Administration feature.

✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceCompensation Management

Report on worksheet data in a compensation cycle including allocations done by managers and the worksheet

status✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceDocuments

The Documents category contains reports about the documents that users can upload to the application, related to

features such as benefits, human resources, and recruiting. The data for the reports in this category is from the

Documents feature.

✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceHuman Resources

The Human Resources category contains reports with employee details such as contact information, employment

details, employee compensation changes, and employee engagement. The data in these reports comes from the

People feature and employee self-service forms input.

✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceLearning The Learning category contains reports that display information on skills, certifications and courses. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceOnboarding The Onboarding category contains reports that display onboarding information. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceOrganization The Organization category contains reports that display organizational information. ✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServicePayroll

The Payroll category contains reports that display your organization's payroll information. The data for these

reports comes from the Payroll feature and from the pay register.n/a ✓ n/a ✓ ✓ n/a

Core Elements &


The Performance Management category contains reports that display data from the Performance Management

feature. Managers and administrators can use these reports to view information about employee goals,

competencies, conversations, and reviews.

✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServicePlan & Schedule

The Plan & Schedule category contains reports that display information about your organization's planning and

scheduling. The data in these reports comes from the Workforce Management module.✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceRecruiting The Recruiting category contains reports that display your organization's recruiting information. ✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceTime & Attendance

The Time & Attendance category contains reports that display information about your organization's schedules,

punches, and time away information. The data in these reports comes from the Workforce Management module's

features such as Schedules, Time Away, and clock punches.

✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServicePayroll Delivery Package

Delivery packages are groups of reports and check records that are sent to a physical address or email address at

user-specified intervals coinciding with committed pay runs. Assign the Payroll Delivery Package feature to enable

the Delivery Packages tab in System Admin > Report Output.

n/a ✓ n/a n/a ✓ n/a

Core Elements &

HR/Self-ServiceReport Designer

The Report Designer feature enables the report designer feature in Reporting > Reports, where users can create

and edit reports. With this checkbox selected, the Edit and New buttons are activated in the landing page screen,

and the Edit button is activated in the Preview screen. With the checkbox cleared, users with access to Reporting

can preview and run reports, but they can’t edit them or create new custom reports.

ISO currency code allows clients easy access to multi-currency reporting for employees across various pay group

countries.

✓ ✓ ✓ ✓ ✓ ✓

Reporting Feature Group

Reporting



Countries

Core Elements &

HR/Self-ServiceDataset builder

The dataset builder feature enables the ability to create and edit custom topics.. Also enables report writers to

create and add custom fields to a dataset so that it is always available to be used as filters and not just as columns

on a report

✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceBack Office Reports

Back office reports include information such as the remittances paid to Canadian government agencies through the

Ceridian Canada Back Office for a selected year and pay group and what direct deposits were rejected by the

Ceridian Back Office for a specified pay period.

n/a ✓ n/a n/a n/a n/a

Core Elements &

HR/Self-ServiceArchived Reports

The application archives any payroll reports generated by the application for previous pay runs. You can access

these reports from within My Reports.● ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceScheduled Reports The Scheduled Reports feature enables access to the Scheduled Reports tab in Reporting > Reports. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceTopic Categories

The Topic Categories feature enables the Topic Categories sub-feature, where users can create and edit topic

categories.✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceHistorical Employee Data

The Historical Employee Data feature enables the Include my current employees only filter checkbox in reports

based on topics that contain employee information. By default, when a manager runs a report, the application only

includes data for employees that the manager currently has access to view, regardless of the time period of a

report. When a manager runs a report with this checkbox cleared, the application returns records for employees

that the manager had access to during the time period specified in the report filters.

✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceReports The Reports feature enables access to Reporting > Reports. ✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceEmployee Badge Pin Enables the Update your Personal Identification Number (PIN) section. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceClient Enables the Client feature in Site Setup. ✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceSystem Admin

Enables access to the System Admin feature, where users can configure various system properties of the

application.✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceBackground Jobs (SL)

The background job log provides information on background tasks that have recently been run. Users with access

to the Background Job Log feature can review which tasks have run at what times, and whether or not the tasks ran

successfully; assign this feature to enable the Background Job Log section of System Admin.

● ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceBackground Tasks (SL)

Background tasks are used to control or affect interfaces, alerts, aggregation tasks, and other background system

processes. Users with access to the Background Tasks feature can run background tasks on demand, or schedule

tasks to run in the future; assign this feature to enable the Background Tasks section of System Admin.

● ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceSchedule Call-In Log The Schedule Call-In Log displays a list of schedule call-ins that have occurred during a specified time period. ✓ ✓ ● ● ✓ ●

Core Elements &

HR/Self-ServiceRoles

A user account's role defines what sections of the application the employee can use. Users with access to this

feature can define the user roles available in the application, and their associated parameters; assign the Role

feature to enable the Roles section of System Admin.

✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceRole Features

User roles can be further configured to enable or limit access to features in the application; assign the Role

Features feature to enable the Features tab in System Admin > Roles.✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceRole Authorizations

User roles can be authorized to create, read, update, and delete information within the application; assign the Role

Authorizations feature to enable the Authorizations tab in System Admin > Roles.✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceAlert Subscriptions

Alert subscriptions define which users receive alert notifications through the application. Users with access to this

feature can configure the user roles or individual user accounts that receive the alerts, as well as unsubscribe

individual user accounts from receiving notifications, and define how alerts are sent (either by e-mail, SMS, or

through the main application UI; assign the Alert Subscriptions feature to enable the Alert Subscriptions section of

System Admin.

✓ ✓ ● ✓ ✓ ●

System Admin

Reporting Feature Group

Site



Countries

Core Elements &

HR/Self-ServiceDisclaimer Admin

The Disclaimer Admin feature enables the System Admin > Disclaimer feature used to configure disclaimers --

messages the application displays when users first log onto the application. Users are prompted to accept the

message before the application finishes logging them on.

✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceExchange rates You may configure a base currency and exchange rates with effective dates from/to. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceSystem Reports

The System Reports feature enables the Reports drop-down list in System Admin, which can be configured with

several reports that users with access can run.✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServicePay Code Group

Select this feature to enable the Pay Code Group section of My HR. Pay code groups restrict which pay adjustments

a manager has access to assign and specify which pay adjustments can be assigned to an employee, based on the

pay codes contained in the group. Assign this feature to the user roles responsible for assigning the pay code

groups to employees.

✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceRelay Control Schedules

Maximus clocks can be configured to close or open internal relays based on the results punch validations or at

scheduled intervals. Users with access to the Relay Control Schedules feature can define when clocks open or close

their relays, automatically; assign this feature to enable the Clock Relay Schedules section of System Admin.

● ✓ ● ● ✓ ●

Core Elements &

HR/Self-ServicePunch Validation

Punch validations determine what tests or checks are performed by the clock when employees punch. Users with

access to the Punch Validation feature can configure which validations are active, what punches to apply them to,

and the execution order; assign this feature to enable the Punch Validations section of System Admin.

✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceData Export Definitions

Data Export Definitions are used to integrate the application with other software. Users with access to the Data

Export Definitions feature can configure the application to generate XML data export files; assign this feature to

enable the Data Export Definitions section of System Admin.

✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceSL Geo Location

The SL Geo Location role feature enables the Silverlight version of Geo Location. It will be deprecated in a future

release.● ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceReport Output

Each report available in the application can be customized. Users with access to the Report Output feature can

configure the parameters for these reports in System Admin > Report Output.● ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceImport Definitions

Import Definitions are used to integrate the application with other software. Users with access to the Import

Definitions feature can configure the application to support XSLT transform on import files before they are

processed by specific import jobs. One XSLT definition can be optionally defined for each import job; configured

XSLT templates are applied to the imported file(s) before they are imported to the application. Assign this feature

to enable the Data Import Definitions section of System Admin.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceEncryption

Enables the Encryption feature in System Admin. You can set encryption methods to be used by various features of

the Dayforce application, including certain background jobs.✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceHR Import

HR records in XML or Excel (.xlsx) format can be imported to the application on System Admin > HR Import.

Implementation professionals, system administrators, HR professionals, or other users with appropriate access can

upload files for import

✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-Service

Participate in Reciprocal Tax Calculation

Access

Client payroll property available to Support and Implementation roles only. Selected by default, ensuring that

reciprocity is enabled at a tax authority code level and company level. It is never recommended to disable this

option

✓

Core Elements &

HR/Self-ServiceClient Properties

Through Client Properties, users can define settings that control the application's behavior. Users with access to the

Client Properties feature can configure contacts and location addresses, as well as properties that affect time and

attendance, schedules, timesheets, and other features of the application.

✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceBackground Jobs HTML

Enables the Background Jobs HTML feature. The background job log provides information on background tasks that

have recently been run. Users with access to the Background Job Log feature can review which tasks have run at

what times, and whether or not the tasks ran successfully. Background tasks are used to control or affect

interfaces, alerts, aggregation tasks, and other background system processes. Users with access can run

background tasks on demand, or schedule tasks to run in the future.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceHTML Punch Validation

Within System Admin > HTML Punch Validation, you can configure the punch validations that the application

performs on punches recorded on the HTML Clock. ✓ ✓ ● ✓ ✓ ●

System Admin



Countries

Core Elements &

HR/Self-ServiceBadge Pin Reset

The Badge Pin Reset feature allows users to update the PIN number associated with their employee badge or ID.

Enable this feature if the clocks connection to the application require employees to enter a PIN when they punch in

and out for work, and employees need to update their PIN through the application.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceUser SSO

Dayforce user accounts can be configured as single-sign on accounts, using the login credentials of the user's

network account to access the application. With single-sign on, users do not need to remember a separate account

and password to access Dayforce; instead, they use the login name and password for their organization's network.

Users with access to the User SSO feature can configure single sign on user accounts; assign this feature to enable

the Single Sign On Logins section of System Admin > User.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceUser Locations

Each user account needs to be assigned to at least one location; this is used for the user's security access within the

application, working in combination with the user account's role. Users with access to the Users Locations feature

can assign locations to a user account, to determine which locations, and by extension which employees, users

have security access to view; assign this feature to enable the Locations section of System Admin > User.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceUser Pay Group Admin Access Restriction

The User Pay Group Admin Access Restriction feature is used to restrict a user account's access to pay groups for

Dayforce Payroll; once restricted, the user account can only review, report on, record quick entries and

adjustments, and commit payroll for appropriate pay groups.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceUser Roles

A user account's role defines what sections of the application the employee can use; generally, only one role is

associated with a user account, but in some cases, multiple roles may be assigned to a single user account, which

the user selects from when logging in to the application. Users with access to the Users Roles feature can assign

and edit roles associated with a user account; assign this feature to enable the Roles section of System Admin >

User.

✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceUsers

User accounts can be created within Dayforce that are not tied to an employee record. Users with access to the

Users feature can set up user accounts for administrators, IT professionals, or other users that require access to the

application but are not employees. This feature is also used to manage any user account, whether tied to an

✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceGeo Locations

Users with access to Geo Locations feature can define the cities in a province or state, which are used to support

the minimum wage features of the application. Assign this feature to enable the Geo Locations section of System

Admin.

✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceIP Network Restrictions

With the IP Network Restrictions feature enabled, users have access to the IP Network Restrictions section of

System Admin, where they can define the IP addresses (or ranges of addresses) that are allowed or denied when

performing punches.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServicePassword Policies

Password policies define security features that secure user accounts. Users with access to the Password Policy

feature can define policies, including the complexity, length, lockout periods and so forth; assign this feature to

enable the Password Policy section of System Admin.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServicePassword Policy Allows users to define password complexity, length, lockout periods, and so forth. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceTwo Factor Authentication

Allows the use of two-factor authentication: users can log in to the application as they normally would, and then be

prompted to verify their identity using a device registered to them.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceUser Session Report

The User Session Report displays a list of user accounts that logged on to the application during a selected period.

The report can also be used to report when a specific user account logged on during the period (if at all). Users with

access to the User Session Report feature can run the report to generate detailed information on the accounts that

have accessed the application; assign this feature to enable the User Session Report in the Reports drop-down list

of System Admin.

✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceFeature-Role Report

The Feature-Role Report displays which features are assigned to each role configured in the application. Users with

access to the Feature-Role Report feature can run the report to determine the features associated with each user

role; assign this feature to enable the Feature-Role Report in the Reports drop-down list of System Admin.

✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceUser Activity Report

The User Activity Report lists the total number of logins and unique logins for each date in the range specified, as

well as the logins during the last half hour. Users with access to the User Activity Report feature can run the report

to on the user activity in the application for a specified date range; assign this feature to enable the User Activity

Report in the Reports drop-down list of System Admin.

✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceHPL Org Mapping Used for defining mappings between Dayforce and HPL. n/a ✓ n/a n/a ✓ n/a

Core Elements &

HR/Self-ServiceAdvanced Export Options

The application can be configured to send data export files through FTP or SFTP, or keep them on the application

server. Users with access to the Advanced Export Options feature can define the settings for the transmission of

the export.

✓ ✓ ✓ ✓ ✓ ●

Data Export Definitions

System Reports

Password Policy

Users

System Admin



Countries

Core Elements &

HR/Self-ServiceExempt & erase

Displays a list of employees who are being excluded from the data minimization process or who have been marked

for full deletion by Dayforce support at the client's request. The UI also allows clients to add employees and

candidates to the "Exempt" list.

✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServicePolicies

Displays the data retention policies by country and allows administrators to configure retention periods and enable

polices for Identify (propose recommended removal actions) and Delete (perform approved removal actions)

modes.

n/a n/a ✓ ✓ n/a n/a

Core Elements &

HR/Self-ServiceReview and approve

Displays recommended data minimization actions for employees with data outside of the configured and enabled

retention periods. This screen also allows administrators to approve/remove approval for selected data

minimization actions.

n/a n/a ✓ ✓ n/a n/a

Core Elements &

HR/Self-ServiceValidation errors

Displays a list of data errors that will result in an employee or candidate being omitted from the data minimization

process✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceEncryption Methods

You have the option of setting encryption methods to be used by various features of the Dayforce application,

including certain background jobs . There are three encryption types available: DES, PGP, and Triple DES.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceEncryption by Background Job

You have the option of setting encryption methods to be used by various features of the Dayforce application,

including certain background jobs . There are three encryption types available: DES, PGP, and Triple DES.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceTalent Factors

View and modify the Talent factors for each employee. Factors include performance, potential, promotion

readiness and flight risk.✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServicePerformance Manually track performance ratings ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceWork Assignments Displays the work assignment details from the Recruiting Candidate Profile in the Employee Profile. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceSummary Displays the summary details from the Recruiting Candidate Profile in the Employee Profile. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceEmployment History Displays the employment history details from the Recruiting Candidate Profile in the Employee Profile. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceEducation Displays the education details from the Recruiting Candidate Profile in the Employee Profile. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceDocuments Displays the documents details from the Recruiting Candidate Profile in the Employee Profile. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceTraining Displays the training details from the Recruiting Candidate Profile in the Employee Profile. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceMilitary Displays the military details from the Recruiting Candidate Profile in the Employee Profile. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceAffiliations Displays the affiliations details from the Recruiting Candidate Profile in the Employee Profile. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceCertifications Displays the certifications details from the Recruiting Candidate Profile in the Employee Profile. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServicePatents Displays the patents details from the Recruiting Candidate Profile in the Employee Profile. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServicePublications Displays the publications details from the Recruiting Candidate Profile in the Employee Profile. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceSpeaking Displays the speaking details from the Recruiting Candidate Profile in the Employee Profile. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceLinks Displays the links details from the Recruiting Candidate Profile in the Employee Profile. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceSecurity Displays the security details from the Recruiting Candidate Profile in the Employee Profile. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceHR

Assign this feature to managers and other authorized users who need to view employees' TeamRelate information.

Describes the relatability between employees based on the TeamRelate survey results.✓ ✓ ● ✓ ✓

Core Elements &


Assign this feature to managers and other authorized users who need to view employees' TeamRelate information

in Performance Management reviews✓ ✓ ● ✓ ✓

Core Elements &

HR/Self-ServiceRecruiting

Assign this feature to hiring managers, recruiters, and other authorized users who need to view candidates' team

relate information in Recruiting.✓ ✓ ● ✓ ✓

Data Management Center

Interface Encryption

Talent Profile

TeamRelate




HR/Self-ServiceSL Workflows Silverlight Workflows. ✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceEsignature configuration

Powered by DocuSign, HR policies and employee forms can now be signed online and submitted securely. Admin

users can configure credential information and forms.✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceForm Builder

Create or modify delivered forms. Once you have created a workflow, you associate a form with the process, so

that submitting the form automatically triggers the associated workflow. As part of associating a form with a

workflow, you choose where you want the form displayed, and control which roles can access it.

✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceForm Builder - Allow email Feature that allows a workflow approver to receive email notifications ✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceForm category

Form categories are used to group forms within the forms tab or drop-down list. You can create, modify, or delete

form categories, in System Admin > Workflows.✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceGuided process

A guided process is a set of related forms that are grouped together and presented to the user in a single window.

For example, all the forms that a new employee is required to fill out on the first day might be combined into a

single guided process.

✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceMessage response

Message Response allows the customization of the possible outcomes of a decision object (names of the lines that

connect a decision object to other objects)✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceRole Privileges Role Privileges assigns a form to a workflow, a category, and assigns roles for access. ✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceHR Events

HR Events associate a submitted form with one or more separate triggered workflows, when the

submitted form is processed. ✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceWorkflow Management View Workflow Form Data

The application can display the submitted form, as it appeared at the selected stage in the workflow History. Assign

the View Workflow Form Data feature to enable the option to view workflow form data by clicking the magnifying

glass icon on each stage of the workflow History on the Workflow Management tab.

✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceWorkflow Manager External Validation Admin Enables the External Validation node in the palette in Workflows > Workflow Manager. ✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceCalendar The Calendar feature allows users to view their schedule. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceTime Away The Time Away feature allows users to view their time away from work approvals and requests. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceAvailability The Availability feature allows users to view their weekly availability on the calendar. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceESS Reports Employee Schedule Report

The Employee Schedule Report displays an employee's schedule (including time away from work) for the month

loaded.✓ ✓ ● ✓ ✓ ●

Workflow Administration

Employee Self Service

SL Workflows




HR/Self-ServiceAddress A form to submit address changes ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceAuthorizes instant issue paycard A form to issue a paycard ● ✓ ● ● ✓ ●

Core Elements &

HR/Self-ServiceBonus payment A form to request a bonus payment ● ✓ ● ● ✓ ●

Core Elements &

HR/Self-ServiceConfidential Information A form to provide confidential information such as SSN/SIN. ● ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceContact details A form to provide home, and business contact information ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceDependent /beneficiary A form to provide dependent and beneficiary information. ● ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceDirect deposit

A form to provide direct deposit information. Supports global banking based on the employee's pay

group country.✓ ✓ ✓ ✓ ✓ ✓

Core Elements &

HR/Self-ServiceEEO sight verification A form managers can complete to provide EEO information n/a n/a n/a n/a ✓ n/a

Core Elements &

HR/Self-ServiceElectronic statement acknowledgement A form to acknowledge electronic statement receipt ● ✓ ● ● ✓ ●

Core Elements &

HR/Self-ServiceEmergency contacts A form to provide emergency contact information ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceCanada Tax credit forms TD1 Forms to submit tax credit information for Canadian jurisdictions n/a ✓ n/a n/a n/a n/a

Core Elements &

HR/Self-ServiceUS tax forms W-4 Forms to submit tax credit information for US jurisdictions n/a n/a n/a n/a ✓ n/a

Core Elements &

HR/Self-ServiceHealth & wellness A form to provide smoker status for benefits n/a ✓ ● ● ✓ ●

Core Elements &

HR/Self-ServiceJob requisition A form to complete when requesting a job be filled. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceLife event declaration A form stating a change in personal circumstances affecting benefits. n/a ✓ ● ● ✓ ●

Core Elements &

HR/Self-ServicePosition change A form for managers to submit position changes for their direct reports ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServicePosition and Compensation change A form for managers to submit position and/or compensation changes for their direct reports ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceRehire A form to be used to rehire a former employee. ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceHire

When the New Hire Form feature is assigned to a user role, employee records of employees that have been

onboarded by users with the corresponding user role have the Approve check box on the new hire's status in My

HR > Assignments. Approving employee records is informational only, and represents the fact that the details of the

onboarded employee have been reviewed and approved. When this feature is not assigned, new hires are

automatically approved.

✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceRequest payroll card A form to request a paycard ● ● ● ● ✓ ●

Core Elements &

HR/Self-ServiceRequest leave of absence A form to request a leave of absence ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceReturn to work A form to state return to work dates ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceSafety & Health USA A form to complete for safety and health incidents n/a n/a n/a n/a ✓ n/a

Core Elements &

HR/Self-ServiceTerminate an employee A form to complete to terminate an employee ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceTime off request A form to request time off ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceTime off cancellation A form to cancel a time off request ✓ ✓ ● ✓ ✓ ●

Core Elements &

HR/Self-ServiceVoluntary Self identification of disability A form to self identify a disability ● ✓ ● ● ✓ ●

Self service Form list




HR/Self-ServiceCertifications The certification feature allows clients to define certifications that can be assigned to employees. ✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceExternal Courses and Learning Plans

This feature enables clients to define courses and learning plans for tracking purposes without the use of the

Dayforce Learning module. Clients can use this feature to manually record which courses employees have

completed, and their results.

✓ ✓ ✓ ✓ ✓ ●

Core Elements &

HR/Self-ServiceSkills The skills feature allows clients to define the skills and skill levels that can be assigned to employees. ✓ ✓ ✓ ✓ ✓ ●

Learning Setup





Not Supported

n/a Not Applicable



Countries

Dayforce Payroll Tax DefinitionsThe Tax Definitions feature enables the list of taxes that apply to the loaded employee. Select this feature to enable

the Tax Definitions section in Employee Profile. ✓ ✓ ✓

Dayforce Payroll Prepaid Items

Enables the Prepaid Items sub-tab of the Payroll tab in the Employee Profile. In this sub-tab, you can create

earning/deduction or tax entries that are not taken into consideration for the calculation of net and impound totals

in reports. Prepaid amounts in reports are italicized.

✓ ✓

Dayforce Payroll GarnishmentsGarnishments can be added to payroll calculations when the Payroll functionality is enabled. Select this feature to

enable the Garnishments section in Employee Profile. ✓ ✓ ✓

Dayforce Payroll ArrestmentsArrestments can be added to payroll calculations when the Payroll functionality is enabled. Select this feature to

enable the Arrestments section in Employee Profile. ✓

Dayforce Payroll Payroll Elections

The Payroll Elections feature enables the Payroll Elections section in Employee Profile, where deductions and

earnings can be assigned to individual employees, and payroll administrators can manage employees’ balances and

arrears.

● ✓ ● ✓ ✓ ●

Dayforce Payroll GL SplitsSelect this feature to enable the GL Splits section in Employee Profile. GL Splits allow you to assign a labor

percentage for splitting in the GL. ✓ ✓ ✓

Dayforce Payroll Direct Deposit

Select this feature to enable the Direct Deposit section in Employee Profile. HR professionals, payroll administrators,

managers or other appropriate users assigned the Direct Deposit feature and its sub-features can associate direct

deposit and payroll card information with an employee's HR records.

Supports global banking details based on the employee's pay group country.

✓ ✓ ✓ ✓ ✓ ✓

Dayforce Payroll Employee Payroll TaxYou can record employment insurance factors for specific employees in the Employee Payroll Tax tab of My HR >

Tax Definitions● ✓ ● ✓ ✓ ●

Dayforce Payroll Federal Employee Tax DefinitionFederal Employee Tax Definition. Enables the Federal Tax Info tab on My HR > Tax Definitions; administrators can

provide parameter values for U.S. federal taxes on this tab.n/a n/a n/a n/a ✓ n/a

Dayforce Payroll State Employee Tax DefinitionThe State Employee Tax Definition feature enables the State Tax Info tab on My HR > Tax Definitions; administrators

can provide parameter values for U.S. state taxes on this tab.n/a n/a n/a n/a ✓ n/a

Dayforce Payroll Canadian Federal Employee Tax Definition

The Canadian Federal Employee Tax Definition feature enables the Federal Tax Info tab on My HR > Tax Definitions;

administrators can provide parameter values for federal taxes on this tab. For more information, refer to Reviewing

Employee


Dayforce Payroll Canadian Provincial Employee Tax DefinitionThe Canadian Provincial Employee Tax Definition feature enables the Provincial Tax Info tab on My HR > Tax

Definitions; administrators can provide parameter values for Canadian provincial taxes on this tab.n/a ✓ n/a n/a n/a n/a

Dayforce Payroll Non-Primary Legal Entity Adds the Non-Primary Legal Entity tab to My HR > Tax Definitions. n/a ✓ n/a n/a ✓ n/a

Dayforce Payroll Pre Paid Deductions

Applies pre-paid year to date (YTD) amounts for taxes, as well as earnings or deductions, which is typically used

when employees transfer between legal entities (e.g., during a merger) and are allowed to maintain the amount of

CPP/QPP and EI/QPIP contributions previously paid within the year.

● ✓ ● n/a ✓ ●

Dayforce Payroll Employee Property Bag

The Employee Property Bag feature enables the Quarterly/Annual Reporting Parameters tab on My HR > Tax

Definitions; administrators provide employee-level reporting parameters for quarter and year end reporting on this

tab.

✓ ✓ n/a

Dayforce Software Functionality and Global Use Guide - Dayforce Payroll


Ceridian has not researched nor necessarily implemented specific local country requirements, including language translations. However, functionality may have utility in jurisdictions beyond those with full localized support. Ceridian

and its implementation partners, to the best of their ability, will utilize existing product configuration options and input from a client to meet the client’s expressed operational practices




Employee Profile

Tax Definitions



Countries

Dayforce Payroll United States Lists Federal & provincial tax definitions for employees and employers in Canada. n/a n/a n/a ✓ n/a n/a

Dayforce Payroll Canada Lists Federal, State, Territorial, and Local tax definitions for employees and employers in the United States.

Dayforce Payroll United KingdomShows the Tax Code, Tax Basis, NI Category Letter, Student Loan, Directors NI and Previous Pay and Tax for

employees in the United Kingdom.n/a n/a n/a ✓ n/a n/a

Dayforce Payroll Earnings/Payslip Shows the Earnings Statements associated with the selected employee in Employee Profile. ● ✓ ● ✓ ✓ ●

Dayforce Payroll Compensation Shows a yearly Compensation view associated with the selected employee in Employee Profile. ● ✓ ● ✓ ●

Dayforce Payroll Year End Shows the Year End Forms associated with the selected employee in Employee Profile. ● ✓ ● ✓ ●

Dayforce Payroll P45 Shows YTD pay and tax information for terminated employees n/a n/a ✓ n/a n/a

Dayforce Payroll Record of Employment Shows the ROE's associated with the selected employee in Employee Profile. n/a ✓ n/a n/a n/a n/a

Dayforce Payroll Earning Statements/Payslips The Earning Statements feature allows employees to view employee earning statements in self service. ● ✓ ● ✓ ✓ ●

Dayforce Payroll Year End Forms Year End Forms allow employees to view year end tax forms in self-service. ✓ ✓ ✓

Dayforce Payroll Compensation Allows employees to view wages and other compensation details in self-service. ● ✓ ✓ ●

Dayforce Payroll Payroll CardEnables Payroll Card, which displays the transaction history of payments received and purchases made on employee

payroll cards.n/a ✓ n/a n/a ✓ n/a

Dayforce Payroll EarningsThe Earnings feature allows you to view a mobile version of your earnings statement/payslip, which is available in

the main application on the Earnings screen. ● ✓ ● ✓ ✓ ●

Dayforce Payroll Payroll CardThe Payroll Card feature allows users to view a record of their Comdata Payroll Card transaction history. Users must

have a Comdata Payroll Card associated with their user account to use this feature. n/a n/a ✓

Dayforce Payroll Payroll Preview

The Payroll Preview feature enables the Payroll Preview tab of My Pay; the payroll preview is similar to a payroll

register that users can navigate through, expanding sections and employee details as needed; it displays the gross

amounts of earnings, post-tax deductions, and taxes that are applicable to all of the employees in a pay group

during an upcoming pay run.

● ✓ ● ✓ ✓ ●

Dayforce Payroll Payroll AuditThe Payroll Audit feature enables the Payroll Audits tab of My Pay, which provides audits that help users to identify

and resolve issues before committing pay.● ✓ ● ✓ ✓ ●

Dayforce Payroll RTI ValidationThe RTI validation feature enables the User with validation messages specific to RTI processing that help users to

identify and resolve issues before committing pay and RTI files.n/a n/a n/a ✓ n/a n/a

Dayforce Payroll P45 Displays P45 for the terminated Employees in the PPN being reviewed n/a n/a n/a ✓ n/a n/a

Dayforce Payroll Quick Entry

The Quick Entry feature enables the Quick Entry tab of My Pay and grants access to record quick entries, which are

used to modify the amount of earnings, deductions, or taxes that should be paid to or deducted from employees so

that these amounts accurately reflect what employees should earn, have deducted, and pay in taxes.

✓ ✓ ✓

Dayforce Payroll PaymentsThe Payment feature enables the Payments tab of My Pay, which displays the total net payroll and total amount of

taxes impounded for a pay run, broken down by legal entity. ✓ n/a n/a n/a

Dayforce Payroll Analytics

The Analytics feature enables the Analytics tab where the application provides a set of graphs and charts that users

can use to analyze trends between pay periods and identify potential anomalies, such as a sharp increase or

decrease in employee hours, or a sudden surge in the number of adjustments being made.

✓ ● ● ✓

Dayforce Payroll FlyoutAssign the Flyout feature to enable the flyout in the top right corner of a loaded pay run in My Pay/Payroll, and

allows users to view pay information for individual employees when they are selected on the Payroll Preview tab● ✓ ● ● ✓ ●

Dayforce Payroll My Pay ReportsAssign the My Pay Reports feature to enable the Reports drop-down list in My Pay with the corresponding reports

as options. This allows users to run the reports.● ✓ ● ● ✓ ●

Dayforce Payroll Commit Pay The Commit Pay feature enables the Commit Pay button in My Pay for users who need to commit payroll. ✓ ✓ ✓

Dayforce Payroll Off Cycle Pay Runs

The Off Cycle Pay Runs feature enables the off cycle functionality; grants users access to create, edit, and delete off

cycle pay runs which are pay runs that are outside a regular, scheduled pay run. They are useful for creating

onetime, ad hoc pay runs that can, for example, be used to disburse special payments or make a final payout to one

or more terminated employees.

✓ ✓ ✓

Dayforce Payroll ChecksThe Checks feature enables the Checks tab of My Pay that payroll administrators use to issue checks and record the

details of checks paid outside of the application. ✓ ✓ ✓

Dayforce Payroll Prior Period AdjustmentsThe Prior Period Adjustments enables the Adjustments tab of My Pay and grants access to create prior period

adjustments, which are used to ensure that year to date values balance. ✓ ✓ ✓

Dayforce Payroll Tax Month ManagementEnables the Users to review and reconcile tax liabilities per legal before submitting their EPS. The User can also

update EPS parameters if required and submit their EPS files to HMRC from here.n/a n/a n/a ✓ n/a n/a

Dayforce Mobile

Statements

Payroll

Tax Definitions

Earnings - Employee Self

Service



Countries

Dayforce Payroll Third Party PaymentsEnables the Users to manage how and when they pay their Third Party liabilities. They can also choose to create and

submit the BACS files for payment. ✓

Dayforce Payroll ROE EntryThe ROE Entry enables the ROE Entry tab of My Pay, used to view the list of Canadian employees' ROEs that were

requested in My HR and need to be issued. ✓ n/a n/a n/a

Dayforce Payroll Stop PaymentThe Stop Payment feature enables the Stop Payment tab and grants access to stop payments on checks and direct

deposits for committed pay runs. ✓ n/a n/a

Dayforce Payroll Time Data

The Time Data feature enables the Time Data tab, and grants access to view pay data by source. Users with access to

this tab can select a source (for example, all WFM data) and further filter the results by location, pay type, earning

code, week within the pay period, or employee name.

● ✓ ● ✓ ✓ ●

Dayforce Payroll Package TrackingThe Package Tracking feature enables the Package Tracking button in My Pay, which allows users to track a delivery

package for a pay run. ✓ n/a ✓

Dayforce Payroll Suppress WarningsThe Suppress Warnings feature enables the Suppress Warnings button on the Problems panel of My Pay, which

allows payroll administrators to hide multiple warning messages for the same issue.● ✓ ● ✓ ✓ ●

Dayforce Payroll Manage Terminated EmployeesAdds the ability to enable the Terminated button in the Checks/QE sub-tab to manage terminated employees from

My Pay when you load a pay run.● ✓ ● ✓ ✓ ●

Dayforce Payroll Open Period in Selected TabSelect this option to open a different pay run, after you have loaded a pay run, in the tab you are currently viewing

for a loaded pay run rather than in the Audits tab, which loads by default.● ✓ ● ✓ ✓ ●

Dayforce Payroll New Entry Filter Currently not functional. ✓ ✓

Dayforce Payroll Across Pay Group ImportThe Across Pay Group Import feature enables the Global Import button and allows users to import quick entry data

for multiple pay groups and pay runs simultaneously in My Pay.● ✓ ✓ ✓ ●

Dayforce Payroll ROE Import ROE Import is the importing of requests to issue ROEs. n/a ✓ n/a n/a n/a n/a

Dayforce Payroll My Pay Help Assign the My Pay Help feature to enable online help in My Pay . This feature enables the blue help icon in My Pay. ● ✓ n/a n/a n/a ●

Dayforce Payroll Data EntryAllows entries for adjustments, checks, quick entry without assigning a pay group first. All the same features as pay

run management.✓ ✓ ✓ ✓ ●

Dayforce Payroll Overview Allows management of all pay groups in a single view. ✓ ✓ ✓ ✓ ●

Dayforce Payroll Audits Build and view audit reports ✓ ✓ ✓ ✓ ●

Dayforce Payroll Fly out Enables the User to view an a single Earnings statement/payslip from the pay period ✓ ✓ ✓ ✓ ●

Dayforce Payroll ROE Entry Edit an employee's ROE information n/a ✓ n/a n/a n/a n/a

Dayforce Payroll Wage and TaxEnables the User to review and wage and tax errors, allowing them to make any necessary adjustments before

payroll commit.n/a ✓ n/a n/a ✓ n/a

Dayforce Payroll Third party paymentsEnables the Users to manage how and when they pay their Third Party liabilities. They can also choose to create and

submit the BACS files for payment. ● ● ● ✓ ●

Dayforce Payroll Statement MessagesSelect the Statement Messages sub-feature to enable the Statement Messages button in My Pay. Authorized users

can configure global messages to display on employees’ earning statements. ✓ ✓ ✓

Dayforce Payroll Import/Export Enables the User to import or export data to Data Entry> Quick Entry ✓ ✓ ● ✓ ✓ ✓

Dayforce Payroll AuditsThe Audits feature enables the Audits button of My Pay, used to access the Audits pane, where the application

displays who has recorded, edited, or deleted any quick entry.n/a ✓ ✓ ✓ n/a

Dayforce Payroll Terminated Enables the Users to add terminated employees to quick entry for the PPN ✓ ✓ ✓

Dayforce Payroll Sync Pay ChangesEnables the Sync Pay Changes button, which launches the Sync Pay Changes dialogue to synch autopay retro pay

changes.n/a ✓ ✓ ✓ n/a

Dayforce Payroll AuditsThe Audits feature enables the Audits button of My Pay, used to access the Audits pane, where the application

displays who has recorded, edited, or deleted any quick entry.n/a ✓ ✓ ✓ n/a

Dayforce Payroll Create On Site PaymentsAssign the Create On Site Payments feature to user role(s) who need to create onsite payments (on site payments

can only be created for American employees).n/a n/a n/a ✓ n/a

Dayforce Payroll Delete On Site Payments Assign the Delete On Site Payments feature to user role(s) who need to delete onsite payments. n/a n/a n/a ✓ n/a

Dayforce Payroll Print/Disburse On Site PaymentsAssign the Print/Disburse On Site Payments feature to user role(s) who need to print or disburse onsite payments

(on site payments can only be created for American employees).n/a n/a n/a ✓ n/a

Dayforce Payroll Audit LogThe Audit Log feature enables the audit log, accessed by clicking the Audits button. The application displays what

checks have been recorded and deleted, and by which user account.n/a ✓ n/a ● ✓ n/a

Dayforce Payroll Auto Void Enables the User to void a check/payslip in one click ✓ ✓ ✓

Dayforce Payroll Delete filtered entries for all users. Enables the Users to group delete entries using the filter feature ✓ ✓ ● ✓ ✓ ✓

Dayforce Payroll Issue Payroll CardThe Issue Payroll Card features enables the Issue Payroll Card tab on the Checks tab of My Pay. For user role(s) that

are authorized to create onsite payments for American employees.n/a n/a n/a ✓ n/a

Dayforce Payroll Can Override Pension PayeeSelect the Can Override In Process Checks sub-feature to allow payroll administrators and other authorized users to

assign a pension employee’s check payment to an alternate payee on the Checks tab of My Pay.n/a n/a n/a ✓ n/a

Quick entry

Payroll

Checks

Pay run management



Countries

Dayforce Payroll Checks Allow Override In Process ChecksEnables the Override In Process Checks button, which launches a dialog used to override the status of in process

checks from My Pay > Auditn/a n/a n/a ✓ n/a

Dayforce Payroll My Pay Audit Report Builder Enables the Audit Report Builder in the Audits tab in My Pay. ● ✓ n/a n/a ✓ ●

Dayforce Payroll Invalid SSN Adds the Invalid SSN/SIN verification to the Audit tab in Pay Run Management. n/a ✓ n/a n/a ✓ n/a

Dayforce Payroll Zero Dollar Checks Adds the Zero Dollar Checks verification to the Audit tab in Pay Run Management. ● ✓ ● ✓ ✓ ●

Dayforce Payroll Negative Total Taxes Adds the Negative Total Taxes verification to the Audit tab in Pay Run Management. ● ✓ ● ✓ ✓ ●

Dayforce Payroll Negative Earnings Adds the Negative Earnings verification to the Audit tab in Pay Run Management. ● ✓ ● ✓ ✓ ●

Dayforce Payroll Negative Deductions Adds the Negative Deductions verification to the Audit tab in Pay Run Management. ● ✓ ● ✓ ✓ ●

Dayforce Payroll Inactive Employees Adds the Inactive Employees verification to the Audit tab in Pay Run Management. ● ✓ ● ✓ ✓ ●

Dayforce Payroll Terminated Employees Adds the Terminated Employees verification to the Audit tab in Pay Run Management. ● ✓ ● ✓ ✓ ●

Dayforce Payroll Employee Primary Address Change Adds the Employee Primary Address Change verification to the Audit tab in Pay Run Management. ● ✓ ● ✓ ✓ ●

Dayforce Payroll Active Employees Not Paid Adds the Active Employees Not Paid verification to the Audit tab in Pay Run Management. ● ✓ ● ✓ ✓ ●

Dayforce Payroll Deductions Not Taken Enables the Deductions Not Taken audit report in the Payroll Audits tab in My Pay. ● ✓ ● ✓ ✓ ●

Dayforce Payroll Negative Taxes Adds the Negative Taxes Checks verification to the Audit tab in Pay Run Management. ● ✓ ● ✓ ✓ ●

Dayforce Payroll Missing Employee Org Assignment Adds the Missing Employee Org Assignment verification to the Audit tab in Pay Run Management. ● ✓ ● ✓ ✓ ●

Dayforce Payroll Earning Limit Violations Enables the Earning Limit Violations Report in the Payroll Audits tab in My Pay. ● ✓ ● ✓ ✓ ●

Dayforce Payroll Deduction Limit Violations Enables the Deduction Limit Violations Report in the Payroll Audits tab in My Pay. ● ✓ ● ✓ ✓ ●

Dayforce Payroll Duplicate Bank Accounts Adds the Duplicate Bank Accounts verification to the Audit tab in Pay Run Management. n/a ✓ ● ✓ ✓ n/a

Dayforce Payroll RTI FPS ValidationEnables Users to validate the appropriate PTD and YTD balances created at Payroll Validate comparing them with

the data in the FPS file prior to submission to HMRC.n/a n/a n/a ✓ n/a n/a

Dayforce Payroll RTI FPS Parameters Enables Users to enter additional parameters on their FPS submission if they are required. n/a n/a n/a ✓ n/a n/a

Dayforce Payroll Employee Payments ValidationEnables Users to validate the appropriate Direct Deposit Net Pay at Payroll Validate comparing them with the data

in the BACS file for approval prior to payroll commit.n/a n/a n/a ✓ n/a n/a

Dayforce Payroll Employee Enables Users to preview all the employees in the processed in the pay period by employee. ✓ ✓ ● ✓ ✓ ●

Dayforce Payroll PaymentsEnables the User to view the breakdown of net pay. With a drill down feature that allows the User to see the

employee level data. ✓ ✓ ● ✓ ✓ ●

Dayforce Payroll Payment reconciliationEnables the user to reconcile the payment totals reported on the Payroll Preview with the BACS report or similar

banking report.● n/a ● ✓ n/a n/a

Dayforce Payroll SummaryEnables the User to see all pay and deductions calculated in the selected period. There is a drill down feature which

enables the User to review the payroll totals right down to employee level.✓ ✓ ● ✓ ✓ ●

Dayforce Payroll Preview by Location and DepartmentThe Preview by Location and Department feature of Payroll Preview controls whether or not the application displays

the data on the Payroll Preview tab by employee name, or by location and department.● ✓ ● ✓ ✓ ●

Dayforce Payroll Allowance History Report Repots on any allowance over any given period selected by the User in the parameters ✓ ✓ ● ✓ ✓ ●

Dayforce Payroll Allowance Register Report Repots on all allowances in any given pay period selected by the User includes YTD amounts. ✓ ✓ ● ✓ ✓ ●

Dayforce Payroll Payslip report This report, when run to produces all of the payslips for the in one report. ✓ ✓ ● ✓ ✓ ●

Dayforce Payroll Employee Details In Net Pay Grid

The Employee Details In Net Pay Grid feature of Payroll Preview controls whether or not the application displays

employee details in the 'net pay grid' in the top portion of the preview pane; when enabled, users with access can

expand any section to see what employees earned a particular earning or had a particular deduction

or tax applied to them.

● ✓ ● ✓ ✓ ●

Dayforce Payroll EI History Report

The EI History Report enables a payroll administrator to periodically audit the total number of insurable hours and

the total amount of insurable earnings for employees in a Canadian pay group, based on the end date of a pay

period. An administrator can use this report to validate the amounts that would be reported on an employee’s ROE

when there is a break in the employee’s earnings.

✓ n/a n/a n/a n/a

Dayforce Payroll Garnishment/Arrestment History Report

A Garnishment Register Report displays all of the input parameters for garnishment definitions and the results of

garnishment calculations performed by the application. The report enables a payroll or HR administrator to audit

and monitor the garnishments that apply to employees in a pay group.

✓ ✓ ✓

Dayforce Payroll US Wage and Tax Report

You can use the US Wage and Tax report to view and audit wages and taxes for each tax instance that applies to

employees in the United States. A tax instance is a type of tax levied within a jurisdiction – for example, an employee

works in Virginia (the tax jurisdiction) and must pay state withholding tax (the tax instance).

✓ ● ✓

Dayforce Payroll Check and Direct Deposit Register ReportThe Check and Direct Deposit Register Report provides a register of checks and direct deposit payments for each pay

commit. The report is run on My Pay, for all employees or a selected employee, for one or more legal entities. ✓ ● ✓

Payroll Preview

My Pay Reports / Payroll

Reports

Audits



Countries

Dayforce Payroll Payroll Register ReportThe Payroll Register report lists the earnings and deductions for all the employees in a pay group, and can include

details for the current pay run, quarter-to-date, and year-to-date.● ✓ ● ✓ ✓ ●

Dayforce Payroll Payroll Summary Report

The Payroll Summary report contains a summary of all payroll transactions. The report is run each pay period and

can include listings of payroll and expenses for the following periods: The current pay run, month to date, quarter to

date, and year to date.

● ✓ ● ✓ ✓ ●

Dayforce Payroll Payroll Audit Report

The Payroll Audit report enables a payroll administrator to generate a record of the processing and changes that

have taken place during a pay period. This report is generated every payroll run, regardless of the run type.

Dayforce generates a PDF file of the report and downloads it to your computer.

● ✓ ● ✓ ✓ ●

Dayforce PayrollEmployer's Quarterly State Report of Wages

Paid

The Employer's Quarterly State Report of Wage Paid is used to report on wages paid to employees for a selected

quarter. The report provides information required to complete the Federal 941 Form in the US.n/a n/a n/a n/a ✓ n/a

Dayforce Payroll Workers Compensation ReportThe Workers Compensation Report returns information on employee wages and hours, and rates and premiums, for

the current pay period and the year-to-date, grouped by the workers compensation job code. ✓ n/a ✓

Dayforce Payroll Third Party Payments ReportThis report lists all payments made to third-party payees, broken down by the name of the legal entity from which

the payment originated. ✓ ✓ ✓

Dayforce Payroll Earning Statement Report

The Earning Statement Report is used to generate the earning statements for a specific pay run, sorted by employee

name or number, and allows for bulk printing of the earning statements. Each earning statement is displayed in the

employee's preferred language, if supported by the application. If the preferred language is not yet supported, the

application displays the earning statement in the client default language, or in English.

✓ ✓ ✓ ✓ ✓

Dayforce Payroll Tax Calculation Details Report

Payroll administrators can use the Tax Calculation Details report to view and audit employee and tax authority

information. This report is run for one employee at a time, breaking down the input and output tax calculations for

individual employees.

✓ n/a ✓

Dayforce Payroll Prior Quarter Adjustments ReportThe Prior Quarter Adjustment Report is used to report on all wage and tax changes made after the last pay run of a

quarter has been committed. This data helps Ceridian Tax Service determine which filings need to be amended.n/a n/a n/a n/a ✓ n/a

Dayforce Payroll Earning Register Report

The Earning Register Report is used to report on all the earnings, by earning definition, for a selected pay run. The

report includes the hours and dollar amount of each earning for the selected pay run, as well as month-to-date,

quarter-to-date, and year-to-date amounts; it can be used as a working audit for payroll administration. The report

can be run for all employees, a specific employee, or filtered by employment statuses, legal entity, earnings code,

and earnings type; it can be sorted and grouped by legal entity, pay group, employee name, employee number, or

earnings code.

● ✓ ● ● ✓ ●

Dayforce Payroll Labor ReportThe Labor Report can be used to provide a concise summary of employee labor and earnings in 3 different styles:

Hours & Earnings Allocation, Charges Recap, and Labor % Audit.● ✓ ● n/a ✓ ●

Dayforce Payroll Other State Wages Report

The Other State Wages Report is used to report on the employees who earned wages in multiple work states within

the tax year. This report is available from My Pay and can be run as of a specified date, filtered by legal entities or

states, and sorted by legal entity, state, or employee name or social security number.


Dayforce Payroll Corporate Pay Summary Report Select this feature and the report displays the report parameters selected when the report is run, in the header. ● ✓ ● ● ✓ ●

Dayforce Payroll Client Responsible Taxes Report

Used to report on the tax amounts deducted for the various client responsible taxes. You can run the report for a

specified date range and can filter the report by legal entity or tax authorities. The report returns each client

responsible tax for the selected legal entities and the total tax amounts and taxable wages for each tax authority. If

you select the Show Details report parameter, the report includes details for each employee with a corresponding

tax amount.

✓ n/a ✓

Dayforce Payroll PSD Codes Report

The US Pennsylvania PSD Codes Report can be used to report on all wage and tax information for a specified pay run

or date range associated with the Pennsylvania Political Subdivision (PSD) Codes; the report can be used to audit

amounts remitted to Pennsylvanian PSD tax authorities.


Dayforce Payroll Deduction Register ReportThe Deduction Register Report is used to report on all deductions taken by deduction name and by employee; it

allows you to quickly review the information and research potential issues related to deductions.● ✓ ● ● ✓ ●

Dayforce Payroll Multiple Worksite Verification Report

Some states require legal entities to define and assign worksite numbers to all their locations when those legal

entities have multiple locations that are covered under a single Unemployment Insurance (UI) account. Those states

then require those legal entities to report on those locations.


Dayforce Payroll Employee Pay Run History Report

This report provides similar information to the Payroll Register report but it can be run for a specific employee and

across multiple pay runs. It lists the earnings and deductions for the selected employee(s) and can include details for

the current pay run, quarter-to-date, and year-to-date.

● ✓ ● ✓ ✓ ●


Reports



Countries

Dayforce Payroll Deduction History Report

The Deduction History Report is used to report on historical deductions taken across multiple pay periods or within

a selected date range. This report allows you to quickly review the information and research potential issues related

to deductions.

● ✓ ● ✓ ✓ ●

Dayforce Payroll Earning History ReportThe Earning History Report is used to report on historical earnings across multiple pay periods, or within a selected

date range; it allows you to quickly review the information and research potential issues related to earnings.● ✓ ● ✓ ✓ ●

Dayforce Payroll Employee Changes Report




● ✓ ● ✓ ✓ ●

Dayforce PayrollTaxability and Wage Comparison Report -

History Load

Dayforce Implementation Consultants, payroll administrators, and other authorized users can confirm that the

application has been configured accurately for US pay groups by using the Taxability and Wage Comparison report

to compare tax and wage information for imported historical data with year-to-date deductions and earnings.


Dayforce PayrollUS Earning & Deduction Matrix Validation

Report

The US Earning and Deduction Matrix Validation report is used to confirm that the tax and compliance

configurations of earnings and deductions are allocated correctly, according to the latest government regulations.n/a n/a n/a n/a ✓ n/a

Dayforce Payroll 1099-R Management Report

The 1099-R Management Report enables you to preview the information from an organization's Form 1099-R

(employee retirement earnings tax statement). Using the report, you can check whether or not the Social Security

numbers and addresses for each pensioner employee are correct, and verify that the information in the boxes is

accurate and complete.


Dayforce Payroll 1099-M Management Report

The 1099-M Management Report enables you to preview the information from an organization's Form 1099-M

(miscellaneous and contractor employee earnings tax statement). Using the report, you can check whether or not

the addresses and Social Security or business numbers for each contractor employee or miscellaneous expense are

correct, and verify that the information in the boxes is accurate and complete.


Dayforce Payroll US Wage and Tax Report

You can use the US Wage and Tax report to view and audit wages and taxes for each tax instance that applies to

employees in the United States. A tax instance is a type of tax levied within a jurisdiction – for example, an employee

works in Virginia (the tax jurisdiction) and must pay state withholding tax (the tax instance).


Dayforce Payroll Releve 1 Management Report

The Releve 1 Management report enables you to preview all wages, taxes, and amounts from all boxes on RL-1 slips

for Quebec employees. The Releve 1 Management report uses the same information that appears on the employee

yearend tax forms found in the Employee Tax Forms tab of My Year End. However, this report aggregates all of the

totals for each legal entity that the report covers rather than presenting information for a single employee.


Dayforce Payroll Releve 2 Management Report

The Releve 2 Management report enables you to preview all wages, taxes, and amounts from all boxes on RL-2 slips

for Quebec employees. The Releve 2 Management report uses the same information that appears on the employee

yearend tax forms found in the Employee Tax Forms tab of My Year End. However, this report aggregates all of the

totals for each legal entity that the report covers rather than presenting information for a single employee.


Dayforce Payroll CNT and WSDRF Report

The CNT and WSDRF report enables you to review all calculated totals for contributions to the Commission des

normes du travail (CNT) and to the Workforce Skills Development and Recognition Fund (WSDRF) in the province of

Québec.


Dayforce Payroll Employer Copy of RL1 ReportGenerates a preview copy of the RL-1 form that each employee will receive, for payroll administrator review and

archival purposes. Does not generate employee copies of the tax form. n/a ✓ n/a n/a n/a n/a

Dayforce Payroll Employer Copy of RL2 ReportGenerates a preview copy of the RL-2 form that each employee will receive, for payroll administrator review and

archival purposes. Does not generate employee copies of the tax form. n/a ✓ n/a n/a n/a n/a

Dayforce Payroll Releve 1 Exception Management Report

The Releve 1 Exception Management Report is used to audit the amounts that will be submitted on RL-1 slips and

report on any exceptions or conditions that could cause problems when creating employees’ RL-1s, such as missing

CRA tax numbers or negative amounts. The report can be generated for specific pay groups and legal entities and

reports on which employees’ records contain exceptions, listing the exception(s) for each employee beneath a

listing of their reported amounts. The application summarizes the total number of all the different exceptions at the

bottom of the report.


Dayforce Payroll Releve 2 Exception Management Report

The Releve 2 Exception Management Report is used to audit the amounts that will be submitted on RL-2 slips and

report on any exceptions or conditions that could cause problems when creating employees’ RL-2s, such as missing

CRA tax numbers or negative amounts. The report can be generated for specific pay groups and legal entities and

reports on which employees’ records contain exceptions, listing the exception(s) for each employee beneath a

listing of their reported amounts. The application summarizes the total number of all the different exceptions at the

bottom of the report.


Archived Reports (HTML

or Silverlight)

Year end reports


Reports



Countries

Dayforce PayrollCanada Earning & Deduction Matrix

Validation Report

The Canada Earning and Deduction Matrix Validation report is used to confirm that the tax and compliance

configurations of earnings and deductions are allocated correctly, according to the latest government regulations.n/a ✓ n/a n/a n/a n/a

Dayforce Payroll Canada Wage and Tax Report

You can use the Canada Wage and Tax report to view and audit wages and taxes for employees in Canada. This

report is run in My Year End, and breaks down the quarter-to-date and year-to-date wages and taxes that apply to

employees. The report also contains a summary of the wages and taxes for each legal entity for which the report

was generated.


Dayforce Payroll Employer Copy of W-2C Report

When the W-2C tab becomes available on My Year End, payroll administrators can create (but not print or commit

until after Martin Luther King Day) new W-2C requests by clicking Add W-2C Request. The Employer Copy of W-2C

report enables users to preview a report of W-2 forms that have had corrections issued as W-2C forms.


Dayforce Payroll Employer Copy of T4 Report The Employer's T4 report enables you to preview a report of every employee T4 form for archival purposes. n/a ✓ n/a n/a n/a n/a

Dayforce Payroll Employer Copy of T4A Report The Employer's T4 report enables you to preview a report of every employee T4 form for archival purposes. n/a ✓ n/a n/a n/a n/a

Dayforce Payroll T4A Management Report

The T4A Management report enables you to preview all wages, taxes, and amounts from all boxes on T4A slips for

employees in an organization in Canada. The T4A Management report uses the same information that appears on

the employee year-end tax forms found in the Employee Tax Forms tab of My Year End. However, this report

aggregates all of the totals for each legal entity that the report covers rather than presenting information for a single

employee.


Dayforce Payroll T4A Exception Management Report

The T4A Exception Management report is used to audit the amounts that will be submitted on T4A slips and report

on any exceptions or conditions that could cause problems when creating employees’ T4As, such as missing CRA tax

numbers or negative amounts. The report can be generated for specific pay groups and legal entities and reports on

which employees’ records contain exceptions, listing the exception(s) for each employee beneath a listing of their

reported amounts. The application summarizes the total number of all the different exceptions at the bottom of the

report.


Dayforce Payroll Employer Copy of W-2 ReportThe Employer Copy of W-2 report enables you to preview a report of the first 20 boxes of every employee W-2 form

for archival purposes.n/a n/a n/a n/a ✓ n/a

Dayforce Payroll Canada CPP/QPP Discrepancy Report

The Canada CPP/QPP Discrepancy report enables you to track any discrepancies that occur between CPP and QPP

calculations and actual payments for employees in a Canadian organization. The Canada CPP/QPP Discrepancy

report uses the same information that appears on the employee year-end tax forms found in the Employee Tax

Forms tab of My Year End. However, this report aggregates all of the totals for each legal entity that the report

covers rather than presenting information for a single employee.


Dayforce Payroll Canada EI/QPIP Discrepancy Report

The Canada EI/QPIP Discrepancy report enables you to track any discrepancies that occur between EI and QPIP

calculations and actual payments for employees in a Canadian organization. The Canada EI/QPIP Discrepancy report

uses the same information that appears on the employee year-end tax forms found in the Employee Tax Forms tab

of My Year End. However, this report aggregates all of the totals for each legal entity that the report covers rather

than presenting information for a single employee.


Dayforce Payroll Payroll Summary Report

The Payroll Summary report contains a summary of all payroll transactions. The report is run each pay period and

can include listings of payroll and expenses for the various periods (i.e., current pay run, month to date, quarter to

date, and year to date).

● ✓ ● ✓ ✓ ●

Dayforce Payroll Payroll Register Report

The Payroll Register report lists the earnings and deductions for all the employees in a pay group, and can include

details for the current pay run, quarter-to-date, and year-to-date. The report also contains a summary of earnings,

taxes, and voluntary deductions for the entire organization for the pay run to which the report applies.

● ✓ ● ✓ ✓ ●

Dayforce Payroll Employer Copy of 1099-M ReportFrom My Year End, payroll administrators and other authorized users can view, process, and retain employer copies

of Form 1099-MISC (Copy D) to facilitate year end and tax filing compliance.n/a n/a n/a n/a ✓ n/a

Dayforce Payroll Employer Copy of 1099-R ReportFrom My Year End, payroll administrators and other authorized users can run a report to view, process, and retain

employer copies of the Form 1099-R (Copy D) to facilitate Year End compliance.n/a n/a n/a n/a ✓ n/a

Year end reports



Countries

Dayforce Payroll Year End Delivery Package Report

Using the Year End Delivery Package Report, available on My Year End, payroll administrators can clearly determine

where and how tax forms will be delivered to employees. This will help ensure that clients have their year-end

delivery packages configured correctly, as well as help identify where a particular tax form was delivered The Year

End Delivery Package Report itemizes the delivery package information for all selected and filtered tax forms,

including the delivery package name, the delivery method, courier service option, tracking number, delivery

address, instructions, filing mode, shipment ID and the transmitted date. The report also contains a total of all of the

types of forms (for example, W-2, W-2PR, 1099-R, 1099-MISC, and others) included in the delivery packages.


Dayforce Payroll W-2 Exception Management Report

The W-2 Exception Management Report is used to audit the amounts that will be submitted on W-2s and report on

any exceptions or conditions that could cause problems when creating employees’ W-2s, such as missing social

security numbers, negative wages, or wages without corresponding tax amounts.


Dayforce Payroll T4 Exception Management Report

The T4 Exception Management Report is used to audit the amounts that will be submitted on T4 slips and report on

any exceptions or conditions that could cause problems when creating employees’ T4s, such as missing CRA tax

numbers or negative amounts. The report can be generated for specific pay groups and legal entities and reports on

which employees’ records contain exceptions, listing the exception(s) for each employee beneath a listing of their

reported amounts. The application summarizes the total number of all the different exceptions at the bottom of the

report.


Dayforce Payroll T4 Management Report

The T4 Management report enables you to preview all wages, taxes, and amounts from all boxes on T4 slips for

employees in an organization in Canada. The T4 Management report uses the same information that appears on

the employee year-end tax forms found in the Employee Tax Forms tab of My Year End. However, this report

aggregates all of the totals for each legal entity that the report covers rather than presenting information for a single

employee.


Dayforce Payroll Payroll Back Office reports

Back office reports include information such as the remittances paid to Canadian government agencies through the

Ceridian Canada Back Office and what direct deposits were rejected by the

Ceridian Back Office.


Dayforce Payroll W-2 Management Report

The W-2 Management report enables you to preview the information from an organization's Form W-2 (employee

wage and tax statement). Using the report, you can check whether or not the Social Security numbers and addresses

for each employee are correct, and verify that the information in the boxes is accurate and complete. The W-2

Management report uses the same information that appears on the employee year-end tax forms found in the

Overview tab of Year End - USA. However, this report aggregates all of the totals for each legal entity that the

report covers rather than presenting information for a single employee.


Dayforce Payroll Register Data Enables the Payroll > Register Data ad hoc report category. ● ✓ ● ● ✓ ●

Dayforce Payroll Miscellaneous Enables the Payroll > Miscellaneous ad hoc report category. ● ✓ ● ● ✓ ●

Dayforce Payroll Compliance Updates Enables the Payroll > Compliance Updates ad hoc report category. ✓ ✓

Dayforce Payroll Certified PayrollsDayforce supports tracking and exporting information related to Davis-Bacon data, which can be optionally

submitted to state and federal government agencies. Configure the reportable earnings and deductions.n/a n/a n/a n/a ✓ n/a

Dayforce Payroll EI Refund OptionEnables the Is EI Refund option in payroll setup, which, when selected, allows employees to get 5/12 of their EI tax

returned to them as part of a special plan that some Clients have with their employees (often Union employees). n/a ✓ n/a n/a n/a n/a

Dayforce Payroll Payroll Setup

The Payroll Setup > Pay Admin feature grants access to configure the core payroll functionality of the application.

The sub-features grant access to specific configuration areas, such as creating earning and deduction definitions or

check templates.

✓ ✓ ● ✓ ✓ ●

Dayforce Payroll Check templates Enables the User to create their own check templates to suit their business needs. ✓ ✓ ● ✓ ✓ ●

Dayforce Payroll Deceased taxationThe application displays the Date of Death field

on the Quarterly/Annual Reporting Parameters tab, when your role is assigned the Deceased Taxation role feature.n/a ✓ n/a n/a ✓ n/a

Dayforce Payroll Deferred Compensation and Pension Plan

The Deferred Compensation andPension Plan feature enables Payroll Setup > Deferred Comp and Pension Plans,

used to configure deferred compensation and pension plans, such as 401(k) and RRSP accounts, and define what

limits are applied to contributions toward the plans.

✓ ✓

Dayforce Payroll Earnings Definition Adds ability to view, add, and edit earning definitions. ✓ ✓ ● ✓ ✓ ●

Dayforce Payroll Payroll Policy Adds ability to view, add, and edit payroll policies. ✓ ✓ ● ✓ ✓ ●

Ad-Hoc Reporting

Year end reports

Payroll Setup



Countries

Dayforce Payroll Deduction Definition

The Payroll Deduction feature enables Payroll Setup > Deduction Definition, used to configure deductions—amounts

that are subtracted from employees' gross pay during the calculation of net pay. Deductions can be pre-tax, such as

RRSP contributions that are subtracted before tax is calculated, lowering the amount of pay employees are taxed

on, or post-tax deductions like payments for insurance plans or gym memberships, that are deducted after tax has

been subtracted from an employee’s pay.

✓ ✓ ● ✓ ✓ ●

Dayforce Payroll Groupings Adds ability to view, add, and edit groupings. ✓ ✓ ● ✓ ✓ ●

Dayforce Payroll Earning Groupings Enables the Earning Groupings tab in Groupings. The tab is used to configure earning groupings. ✓ ✓ ● ✓ ✓ ●

Dayforce Payroll Deduction Groupings Enables the Deduction Groupings tab in Groupings. The tab is used to configure deduction groupings. ✓ ✓ ● ✓ ✓ ●

Dayforce Payroll Payroll Tax Ability to access tax settings. ✓ ✓ ✓ ✓

Dayforce Payroll Bank Accounts Setup

The Bank Accounts Setup enables Payroll Setup > Bank Accounts, used to record the bank account information that

an organization uses for payroll and payments to third-party payees. The Bank Account and Payroll card Account

sub-features control whether users have access to record bank account information and payroll card information.

The Branch Addresses sub-feature enables the Branch Addresses tab, used to record the branch addresses of the

bank accounts defined in the application.

✓ ✓ ✓ ✓

Dayforce Payroll Third party sick pay providers Adds ability to view, add, and edit Third party sick pay providers ✓ ✓ ✓ ✓

Dayforce Payroll Tax Form/Report Mapping Adds ability to map earnings and deductions to tax forms and reports. ✓ ✓

Dayforce Payroll Check Type Ability to view and edit check types. ✓ ✓ ✓

Dayforce Payroll Third party payees Ability to access third-party payee information. ✓ ✓ ● ✓ ✓ ●

Dayforce Payroll Payee categoriesEnables the user to view the system Payee Categories and to set up custom Payee Categories to meet their business

need✓ ✓ ● ✓ ✓ ●

Dayforce Payroll Payees Enables the user to view the system Payees and to set up additional Payees to meet their business need ✓ ✓ ● ✓ ✓ ●

Dayforce Payroll General Ledger Ability to access and enter general ledger information. ● ✓ ● ✓ ✓ ●

Dayforce Payroll Legal Entity Fiscal Calendar Enables the Fiscal Calendar sub-feature in Payroll Setup. ✓ ● ✓

Dayforce Payroll Accumulation PeriodConfigure custom accumulation periods in Dayforce that can be referenced by earning and deduction definitions to

calculate limits.● ✓ ● ● ✓ ●

Dayforce Payroll Allow Pension/Contractor Configuration Allows administrators to configure pension and contractor employees in the application. ✓ ✓

Dayforce Payroll Payroll Setup Help Ability to access payroll setup help. ● ✓ ● ● ✓ ●

Dayforce Payroll Deceased TaxationApplies the appropriate federal taxation to deceased employees' pay. If their wages are paid in the year of death,

the application applies Medicare and Social Security taxes, and reports these totals in Boxes 3-6 of the Form W-2. ✓ ✓

Dayforce Payroll Expression Rate Table Ability to access expression rate tables. ✓ ✓

Dayforce Payroll Access Client Oracle Id Ability to edit client’s identifier with Ceridian’s financial system n/a ✓ n/a n/a ✓ n/a

Dayforce Payroll Access Client Billing Id Ability to edit client’s identifier with Ceridian’s billing system. n/a ✓ n/a n/a ✓ n/a

Dayforce PayrollAccess Payroll Performance Management

PropertiesAbility to edit properties that alters application Performance Management of payroll processing. n/a ✓ n/a n/a ✓ n/a

Dayforce PayrollAccess Payroll Enable Concurrent Calculate

PropertiesAbility to edit property that enables concurrent payroll calculation for multiple users. n/a ✓ n/a n/a ✓ n/a

Dayforce Payroll Access Impound By Allows users to set impound-by date. ● ✓ ● ✓ ✓ ●

Dayforce Payroll Access Pay Group - Large Pay Group Flag Allows users to set Large Pay Group flag. ● ✓ ● ✓ ✓ ●

Dayforce Payroll Access Pay Group PSID Allows users to set payroll service identifier information. ● ✓ ● ● ✓ ●

Dayforce Payroll Access Commit By Date Allows users to add and edit commit-by date. ● ✓ ● ✓ ✓ ●

Dayforce Payroll Access Pay Group Identifier Allows users to add and edit pay group identifiers. ✓ ✓ ✓

Payroll Setup



Countries

Dayforce Payroll Reconcile Pay CalendarYou can reconcile a current or past non-transmitted pay period by clicking the period's corresponding Reconcile

button in the Reconcile Pay Calendar column.● ✓ ● ✓ ✓ ●

Dayforce Payroll Legal Entity Property Bag

The Legal Entity Property Bag feature enables the Quarterly / Annual Reporting Parameters tab, used to record the

parameters used in the US quarterly tax reporting. Once recorded, the values are passed to Ceridian Tax Services at

the end of the quarter.


Dayforce Payroll Access FI/BI Number Ability to edit business number. n/a ✓ n/a n/a ✓ n/a

Dayforce Payroll Access Tax Service Ability to edit identifier with Ceridian Tax Service. n/a n/a n/a n/a ✓ n/a

Dayforce Payroll Access No Back Office Ability to edit if legal entity should send files to the Ceridian back office. n/a ● n/a n/a ● n/a

Dayforce Payroll Approve Legal Entity Bank Account Ability to approve bank accounts. n/a n/a n/a n/a ✓ n/a

Dayforce Payroll Legal Entity Fiscal Calendar Ability to create, view, and edit fiscal calendars. n/a ✓ n/a ✓ ✓ n/a

Dayforce Payroll Access Implementation Status Ability to set tax implementation status to Implementation, Active, Seasonal, Lost no Tax Forms or Filing Required,

Lost with Tax Forms and Filing, Or Out Of Business (Accelerated).● ✓ ● n/a ✓ ●

Dayforce Payroll Access Territorial Filer Ability to mark the legal entity as a territorial tax filer for US Puerto Rico, Virgin Islands, or Guam. n/a n/a n/a n/a ✓ n/a

Dayforce Payroll Add Manual TaxesThe Add Manual Taxes feature enables the Add Manual Taxes button which allows administrators to manually add

taxes to the employee.n/a ✓ n/a n/a ✓ n/a

Dayforce Payroll Multiple Funding Ability to add multiple funding banks. n/a ✓ n/a n/a ✓ n/a

Dayforce Payroll Access Legal Entity Name Ability to edit legal entity name. ● ✓ ● ✓ ✓ ●

Dayforce Payroll Legal Entity Employment Insurance

The Legal Entity Employment Insurance feature enables the Employment Insurance tab of Legal Entity; used to

record the employment insurance factor for Canadian legal entities; the employment insurance factor is the amount

of employment insurance the employer pays each pay period. Employees themselves contribute a certain amount

each pay period to cover employment insurance premiums; most employers also pay employment insurance

premiums at a multiple, generally 1.4 times, of an employee's premium.


Dayforce Payroll Multiple Worksite Reporting

The Multiple Worksite Reporting feature enables the Multiple Worksite Reporting tab of Legal Entity; used to set up

and assign worksites to legal entities. If a legal entity has multiple locations that are covered under a single

Unemployment Insurance (UI) account, some states require that the legal entity defines and assigns worksite

numbers to all their locations, to be used for reporting purposes.


Dayforce Payroll Workers Comp

The Workers Comp feature enables the Workers Comp tab of Legal Entity; used to configure the application to

properly process workers compensation premiums. 'Workers comp' is a form of insurance that provides wages

(either supplemental or replacement) and medical benefits to employees who are injured on the job.


Dayforce Payroll Tax Authorities - Tax Setting Allows User to add values for Employer Tax parameters such as Apprenticeship Levy Allowance, Employment

Allowance and statutory recovery type.n/a n/a n/a ✓ n/a n/a

Dayforce Payroll Taxation ParametersAllows Users to record HMRC Reference Number, PAYE Employer Reference Number, Child Maintenance ERN,

Employer Account Office Number and Corporate Tax Reference number.n/a n/a n/a ✓ n/a n/a

Dayforce Payroll Legal Entity Tax RemittanceThe Legal Entity Tax Remittance feature enables the Tax Authorities tab of Legal Entity; used to review the taxes

applied to legal entity's employees, define which taxes the legal entity is exempt for and other tax parameters.n/a ✓ n/a n/a ✓ n/a

Dayforce Payroll Bank Account

The Bank Account Setup feature allows users to record the bank account information that an organization uses for

payroll and payments to third-party payees. The Bank Account sub-feature controls whether users have access to

record bank account information.

n/a ✓ ✓

Dayforce Payroll Payroll Card Account The Payroll Card Account sub-features controls whether users have access to record payroll card information. n/a n/a ✓

Dayforce Payroll Branch AddressesThe Branch Addresses sub-feature enables the Branch Addresses tab, used to record the branch addresses of the

bank accounts defined in the application.n/a n/a n/a ✓ ✓ n/a

Dayforce Payroll Approve Legal Entity Bank Account

Service-role only setting for a bank account that ensures that causes payroll commit to fail for disbursements using

that bank account until it is approved. This ensures that all back office configuration is in place and tested prior to

letting the application be used for moving monies.


Dayforce Payroll Account Numbers

Select Account Numbers sub-feature to enable the Account Numbers tab of Payroll Setup > General Ledger.

Authorized users can assign debit and credit journal numbers to different line items, or different ledger codes to

various cost strings.

● ✓ ● ✓ ✓ ●

Dayforce Payroll Cost String GroupingsSelect the Cost String Groupings sub-feature to enable the Cost String Groupings tab of Payroll Setup > General

Ledger. Authorized users can assign one or multiple positions to a particular cost string grouping.● ✓ ● ✓ ✓ ●

Legal Entity Setup

Bank Account Setup

General Ledger Setup



Countries

Dayforce Payroll Default Run Settings

Select the Default Run Settings sub-feature to enable the Default Run Settings tab of Payroll Setup > General Ledger.

Authorized users can configure whether or not the application includes disbursement, overtime, deduction arrears,

or entitlement liability details by default when the Payroll GL Export task is run.

● ✓ ● ✓ ✓ ●

Dayforce Payroll Chart of AccountsSelect the Chart of Accounts sub-feature to enable the Chart of Accounts tab of Payroll Setup > General Ledger.

Authorized users can configure overrides for GL segments.● ✓ ● ✓ ✓ ●

Dayforce Payroll GL Allocations and Accruals

Select the GL Allocations and Accruals sub-feature to enable the GL Allocations and Accruals tab of Payroll Setup >

General Ledger. Authorized users can configure allocations, accruals, and week split details for different learning

types, deductions, taxes, and garnishments.

● ✓ ● ✓ ✓ ●

Dayforce Payroll Payee Category

Payee categories are used to classify and organize the payees defined in the application into separate groups for

informational purposes. The number of payee categories that you define depends on the number of different types

of payees you need to define; each payee in the application must belong to a payee category.

✓ ✓ ✓

Dayforce Payroll Payee Enables configuration and payment to third-party payees. ✓ ✓ ✓

Dayforce Payroll Garnishment/Arrestments Summary

The application populates Third Party Payments and Garnishment Summary report options in the drop-down list. To

create a new definition, click the New button and create the report definition, selecting the fields to include,

defining grouping and sorting options, as well as any filters. Creating new report definitions involves the ad hoc

reporting functionality.

✓ ✓ ✓

Dayforce Payroll Third Party Payments Report

The application populates Third Party Payments and Garnishment Summary report options in the drop-down list. To

create a new definition, click the New button and create the report definition, selecting the fields to include,

defining grouping and sorting options, as well as any filters. Creating new report definitions involves the ad hoc

reporting functionality.

✓ ✓ ✓

Dayforce Payroll Canada Year end Allows access to Year End to process year end payroll and taxes. n/a ✓ n/a n/a n/a n/a

Dayforce Payroll Archived ReportsThe application archives any payroll reports generated by the application for previous pay runs. You can access

these reports from within Reportingn/a ✓ n/a n/a n/a n/a

Dayforce Payroll Retrieve archived payroll year end reports Allows users to access archived Year End processing reports. n/a ✓ n/a n/a n/a n/a

Dayforce Payroll OverviewDisplays the status of year end processing for each pay group. Execute your year end filing. Run reports, reprint,

and track packages.n/a ✓ n/a n/a n/a n/a

Dayforce Payroll Year end package tracking Allows users to access Year End package tracking information for printed tax forms. n/a ✓ n/a n/a n/a n/a

Dayforce Payroll Year end reports Access all reports available to support year end processing. n/a ✓ n/a n/a n/a n/a

Dayforce Payroll Amendment When the Amendment tab becomes available on Year End, payroll administrators can create amended tax forms n/a ✓ n/a n/a n/a n/a

Dayforce Payroll USA Year end Allows access to Year End to process year end payroll and taxes. n/a n/a n/a n/a ✓ n/a

Dayforce Payroll Archived ReportsThe application archives any payroll reports generated by the application for previous pay runs. You can access

these reports from within Reporting.n/a n/a n/a n/a ✓ n/a

Dayforce Payroll Retrieve archived payroll year end reports Allows users to access archived Year End processing reports. n/a n/a n/a n/a ✓ n/a

Dayforce Payroll OverviewDisplays the status of year end processing for each pay group. Execute your year end filing. Run reports, reprint,

and track packages.n/a n/a n/a n/a ✓ n/a

Dayforce Payroll Year end package tracking Allows users to access Year End package tracking information for printed tax forms. n/a n/a n/a n/a ✓ n/a

Dayforce Payroll Year end reports Access all reports available to support year end processing. n/a n/a n/a n/a ✓ n/a

Dayforce Payroll W-2CWhen the W-2C tab becomes available on Year End, payroll administrators can create — but not print or commit

until after Martin Luther King Day — new W-2C requests by clicking Add W-2C Request.n/a n/a n/a n/a ✓ n/a

Payee Setup

Third Party Payments

Report Builder

Year end - USA

Year End - Canada

General Ledger Setup



Countries

Dayforce Payroll Generate P60 Admin users can generate and preview the P60s for their employees. Generated p60s are never available in ESS. n/a n/a n/a ✓ n/a n/a

Dayforce Payroll Publish P60 Admin users process this job to make the final version of the P60 available to their employees in ESS. n/a n/a n/a ✓ n/a n/a

Dayforce Payroll Generate P11d Admin users can generate to preview the P11d for their employees. Generated P11d are never available in ESS. n/a n/a n/a ✓ n/a n/a

Dayforce Payroll Publish P11d Admin users process this job to make the final version of the P11d available to their employees in ESS. n/a n/a n/a ✓ n/a n/a

Dayforce Payroll Profile Year End Form DeliveryThe Year End Form Delivery feature allows users to access their year end forms on Profile & Settings > Profile. Select

the appropriate year end forms below this feature to assign them to the user role.n/a ✓ n/a n/a ✓ n/a

Dayforce Payroll Retrieve Archived Payroll Year End Reports Allows users to access archived Year End processing reports. n/a ✓ n/a n/a ✓ n/a

Dayforce Payroll W-2 Allows users to access W-2 forms in Profile & Settings > Profile. n/a n/a n/a n/a ✓ n/a

Dayforce Payroll W-2 Virgin Islands Allows users to access W-2 Virgin Islands forms in Profile & Settings > Profile. n/a n/a n/a n/a ✓ n/a

Dayforce Payroll W-2 Guam Allows users to access W-2 Guam forms in Profile & Settings > Profile. n/a n/a n/a n/a ✓ n/a

Dayforce Payroll 1099 R Allows users to access 1099 R forms in Profile & Settings > Profile. n/a n/a n/a n/a ✓ n/a

Dayforce Payroll 1099 M Allows users to access 1099 M forms in Profile & Settings > Profile. n/a n/a n/a n/a ✓ n/a

Dayforce Payroll W-2 Puerto Rico Allows users to access PR W-2 forms in Profile & Settings > Profile. n/a n/a n/a n/a n/a n/a

Dayforce Payroll Canadian Forms Allows users to access Canadian forms in Profile & Settings > Profile. n/a ✓ n/a n/a n/a n/a

Dayforce Payroll Payroll Payroll CardEnables payment of employees using payroll cards. Select this feature to enable the Payroll Card section in

Employee Profile. n/a ✓

Year End Form Delivery

Year End - UK

Year End Form Delivery





Not Supported

n/a Not Applicable



CountriesDayforce Benefits

EssentialHistory

The History feature enables the History tab which displays a listing of employees' historical benefit summaries.

Employees can click each list item to view the summary of that election update. ✓ ● ✓

Dayforce Benefits

EssentialOverview

The Overview feature enables the Overview tab where employees can access enrollments for which they are

eligible, as well as any other sub-features under Benefits that you have enabled. From the Overview tab employees

can view and complete enrollments by way of a guided process.

✓ ● ✓

Dayforce Benefits

EssentialCurrent Elections

Your Current Elections displays a record of your active elections, their costs, and any associated dependents and

beneficiaries. ✓ ● ✓

Dayforce Benefits

EssentialForms

You can fill out forms relating to your benefits, such as updating address or marital status information, or adding,

editing, or removing dependents and beneficiaries. ✓ ● ✓

Dayforce Benefits

EssentialEnrollment

Your enrollment contains plan options from which you can elect your choices. You can use the Elections feature to

compare plans, and make different selections depending on the plan configuration. ✓ ✓ ✓

Dayforce Benefits

EssentialCurrent Dependent Information

This is a form that can be used within an enrollment to allow employees the ability to add/edit/remove

dependents. ✓ ✓ ✓

Dayforce Benefits

EssentialCurrent Dependent Information This is a form that can be used within an enrollment to allow employees the ability to add/edit/remove beneficiaries.. ✓ ✓ ✓

Dayforce Benefits


The Current Elections feature on your mobile device displays your elections, organized into groups. When you tap

one of the elections, the app displays additional information such as plan members. ✓ ✓

Dayforce Benefits

EssentialEnrollment History The Enrollment History feature on your mobile device displays previous updates to enrollments. ✓ ✓

Dayforce Benefits

EssentialBenefits Allows you to view your current benefit elections and enrollment history in the mobile apps. ✓ ✓

Dayforce Benefits

EssentialElections

The Elections feature enables the Elections tab in the Employee Profile where administrators can view, add, edit,

end, and delete employees’ benefit elections. ✓ ● ✓

Dayforce Benefits

EssentialEnrollments

Benefits enrollments are guided process that take you through the steps of electing options. When the Enrollments

feature is enabled, you can select, submit and print your enrollments from the Enrollments tab in Benefits. ● ● ✓

Dayforce Benefits

EssentialHistory View and print benefit summaries. ● ● ✓

Dayforce Benefits

EssentialHR Events

HR Events are changes made to an employee record that may affect their election eligibility for current plan

enrollments, since the specified date. ✓ ✓ ✓

Dayforce Benefits

EssentialHealth and Wellness

The Health and Wellness feature enables the Health and Wellness tab in the Employee Profile where administrators

you can view, add, and edit employees’ historic health and wellness records such as tobacco use status. ✓ ● ✓

Dayforce Benefits

EssentialCOBRA

The COBRA feature enables the COBRA tab in the Employee Profile where administrators can manage the loss of

coverage events, or COBRA events, for individual employees and their covered dependents in accordance with the

Consolidated Omnibus Budget Reconciliation Act (COBRA).


Dayforce Benefits

EssentialRecalculation Results

The Recalculation Results feature enables the Recalculation Results tab in the Employee Profile where

administrators can view, approve, unapprove, commit, or discard employees’ two-step recalculation transactions

individually.

✓ ✓

Dayforce Benefits

EssentialSpouse coverage verification

The application determines a spouse's eligibility for an option based on their coverage verification

status on the election effective date ✓ ✓ ✓

Dayforce Software Functionality and Global Use Guide - Dayforce Benefits Essential



and its implementation partners, to the best of their ability, will utilize existing product configuration options and input from a client to meet the client’s expressed operational practicesCeridian has not researched nor implemented specific local country requirements, including language translations. Ceridian will provide technical support for the software, but neither Ceridian nor its implementation partners can



Benefits

Mobile Benefits

Benefit enrollment

Employee Profile - Benefits



Countries

Dayforce Benefits

EssentialEmployee Profile - Benefits Properties

The Properties feature enables the Properties tab in the Employee Profile where administrators can view, add, and

edit employees’ benefit properties. The Properties tab of the Employee Profile displays the properties that

employees are associated with, such as certificate numbers or benefit compensation.

✓ ✓

Dayforce Benefits

EssentialDependents and Beneficiaries

The Dependents and Beneficiaries feature enables the Dependents and Beneficiaries tab in the Employee Profile

where administrators can view, add, and edit an employee’s dependent and beneficiary records. Enable the

necessary sub-features to display the corresponding sections of the tab.

✓ ✓ ✓

Dayforce Benefits

EssentialGeneral Information

The General Information option tracks the general information about dependents and beneficiaries in the

application.● ✓ ● ✓ ✓ ●

Dayforce Benefits

EssentialCoverage and Designation

The Coverage and Designation option tracks the coverage and designation of dependents and beneficiaries in the


Dayforce Benefits

EssentialConfidential Information

The Confidential Information option tracks confidential information about dependents and beneficiaries in the


Dayforce Benefits

EssentialAddress The Address option tracks the address of dependents and beneficiaries in the application. ● ✓ ● ✓ ✓ ●

Dayforce Benefits

EssentialPhone Number The Phone Number option tracks the phone number of dependents and beneficiaries in the application. ● ✓ ● ✓ ✓ ●

Dayforce Benefits

EssentialElection Summary

The Election Summary feature enables the Election Summary tab where administrators can view complete

summary counts of employees enrolled in each benefit plan option, as well as the estimated associated costs, as of

a specified point in time.

✓ ● ✓

Dayforce Benefits

EssentialElections

The Elections feature enables the Elections tab where administrators can view all current (Active), historical, or

future employee benefit elections, and export election records. ✓ ✓ ✓

Dayforce Benefits

EssentialCOBRA

The COBRA feature enables the COBRA tab where administrators can view information for employees and their

dependents who have undergone COBRA events. You can also make mass updates to COBRA events so that they

can be included in the COBRA export.


Dayforce Benefits

EssentialEmployee

The Employee feature enables the Employee tab where administrators can run recalculation tasks to update rates,

coverage amounts, and payroll elections which may be required because of updated employee data, eligibility,

plans, or plan options.

✓ ✓ ✓

Dayforce Benefits


The Recalculation Results feature enables the Recalculation Results tab where administrators can review, approve,

unapprove, commit, or discard the results of recalculation jobs requiring manual approval and commit (or two-step

recalculation transactions) for multiple employees.

✓ ● ✓

Dayforce Benefits

EssentialEligibility

Eligibility Qualifiers are used to define relationships between qualifiers, so that each predefined qualifier is applied

as configured, universally across the application. When you configure a qualifier, it is assigned to plans, options, and

coverage periods using the Predefined Eligibility Qualifier. When the application calculates eligibility, only those

employees that meet the conditions in the eligibility expression of the qualifier set are qualified.

✓ ✓ ✓

Dayforce Benefits


Enrollments determine when employees can login and elect benefits options in Benefits. Users with access to this

feature can configure the timing and duration of the enrollment period, as well as the content and appearance of

the enrollment guided process.

✓ ● ✓

Dayforce Benefits

EssentialEnrollment Events

Enrollment Events can be used to collect additional information from employees, which can be used to enforce

Enrollment Restrictions ✓ ✓ ✓

Dayforce Benefits

EssentialPlans and Options

Plans are configured by type and country; each type of plan can be assigned a specific subtype that can impact plan

options. Plans can be assigned to a Carrier which is defined under the Plan Carrier setup. Each plan and option can

also be assigned eligibility qualifiers that determine which employees are eligible to enroll in them. Additional

configurations such as coverage periods, rates, coverage amounts, contributions, participants, and payroll mappings

can be defined for plans and options.

✓ ● ✓

Dayforce Benefits

EssentialPlan Carriers

You can optionally configure and record contact information and carrier feed properties for your plan carrier(s) on

Benefits Setup > Plan Carriers. It is necessary to define plan carriers if your organization users the carrier feed

export. You define plan carriers to associate plans and options with the benefits provider. You can record as many

carriers as necessary to meet your organization's needs.

✓ ✓ ✓

Dayforce Benefits

EssentialCost Splitting Configuration

Cost splitting is used to determine which benefits costs are paid for by the employee, and which are paid for by the

employer. Each configuration is associated with Employee Percentage and Employer Percentage values, which must

total 100%.

✓ ● n/a

Dayforce Benefits

EssentialBenefit Properties

Benefit Properties are configured when employees have an associated certificate number or benefit compensation

value. ✓ ✓ ✓

Benefits Setup

Employee Profiel - Dependents

and Beneficiaries

Benefits Administration



Countries

Dayforce Benefits

EssentialPayroll Integration Setup

There are two payroll integration methods available in the application:

1. Based on Pay Date: The payroll election (earning or deduction) start date in payroll will be equal to the pay period

start date of the earliest pay period for which the benefit effective start date is on or before the pay date. This is the

system default functionality.

2. Based on Pay Period End Date. The payroll election (earning or deduction) start date in payroll will be equal to

the pay period start date of the earliest pay period for which the benefit effective start date is on or before the pay

period end date.

✓ ✓ ✓

Dayforce Benefits

EssentialCOBRA Event Reason COBRA Event Reasons are configured based on the vendor requirements. n/a n/a n/a n/a ✓ n/a

Dayforce Benefits

EssentialOverview

Provides Benefit Administrators with the ability to configure links to Carrier websites, upload documents, and enter

Benefit related informational text. ✓ ✓ ✓

Dayforce Benefits

EssentialPlan Option Group

Plan option groups are used to define sets of mutually exclusive benefit options; employees can have only one

active election from the set at a time. When a new election is saved, the application validates that the employee

never has two mutually exclusive elections at the same time. If the employee is enrolled in an option, and

subsequently enrolls in another option that is included in the same option group, the original option enrollment is

ended for the date before the new option enrollment begins. Users with access to this feature can add, edit and

delete plan option groups.

✓ ✓ ✓

Dayforce Benefits

EssentialTemplates

The benefit summary displays information on employees' current election records for a specified period. Templates

are used to customize the header and footer for benefit summaries and benefit elections. ✓ ✓ ✓

Dayforce Benefits

EssentialBenefit Plan Carriers Help

Displays the help icon on the top right hand corner of the screen, below the blue toolbar. When you click the icon,

the application launches the WebHelp dialog opened at the section relevant to the feature that you are in ✓ ✓ ✓

Dayforce Benefits

EssentialBenefit Plan Option Group Help



Dayforce Benefits

EssentialBenefit Plans Help



Dayforce Benefits

EssentialBenefit Eligibility Help



Dayforce Benefits

EssentialBenefit Enrollment Help


the application launches the WebHelp dialog opened at the section relevant to the feature that you are in. ✓ ✓ ✓

Dayforce Benefits

EssentialBenefit Templates Help Assign this feature to a user role to enable the online help for Benefits Templates. ✓ ✓ ✓

Dayforce Benefits

EssentialReporting

Elections

Enrollment set up

Enrollments

HR Events

PPACA

Report library provides comprehensive reporting for all aspects of Benefits and Enrollment administration. ✓ ✓ ✓

Dayforce Benefits

EssentialData Export Setup Benefit Data Export Administrators can configure exports of benefits data. ✓ ✓

Benefits Setup





Not Supported

n/a Not Applicable



CountriesDayforce Benefits

EssentialHistory

The History feature enables the History tab which displays a listing of employees' historical benefit summaries.

Employees can click each list item to view the summary of that election update. ✓ ✓ ✓

Dayforce Benefits

EssentialOverview

The Overview feature enables the Overview tab where employees can access enrollments for which they are eligible,

as well as any other sub-features under Benefits that you have enabled. From the Overview tab employees can view

and complete enrollments by way of a guided process.

✓ ✓ ✓

Dayforce Benefits


Your Current Elections displays a record of your active elections, their costs, and any associated dependents and

beneficiaries. ✓ ✓ ✓

Dayforce Benefits

EssentialForms

You can fill out forms relating to your benefits, such as updating address or marital status information, or adding,

editing, or removing dependents and beneficiaries. ✓ ✓ ✓

Dayforce Benefits

EssentialEnrollment

Your enrollment contains plan options from which you can elect your choices. You can use the Elections feature to

compare plans, and make different selections depending on the plan configuration. ✓ ✓ ✓

Dayforce Benefits

EssentialCurrent Dependent Information This is a form that can be used within an enrollment to allow employees the ability to add/edit/remove dependents. ✓ ✓ ✓

Dayforce Benefits

EssentialCurrent Beneficiary Information This is a form that can be used within an enrollment to allow employees the ability to add/edit/remove beneficiaries. ✓ ✓ ✓

Dayforce Benefits


The Current Elections feature on your mobile device displays your elections, organized into groups. When you tap

one of the elections, the app displays additional information such as plan members. ✓ ✓

Dayforce Benefits

EssentialEnrollment History The Enrollment History feature on your mobile device displays previous updates to enrollments. ✓ ✓

Dayforce Benefits

EssentialBenefits Allows you to view your current benefit elections and enrollment history in the mobile apps. ✓ ✓

Benefits

Dayforce Software Functionality and Global Use Guide - Benefits Comprehensive



and its implementation partners, to the best of their ability, will utilize existing product configuration options and input from a client to meet the client’s expressed operational practices




Benefit enrollment

Mobile Benefits


Dayforce Benefits

EssentialElections

The Elections feature enables the Elections tab in the Employee Profile where administrators can view, add, edit,

end, and delete employees’ benefit elections. ✓ ✓ ✓

Dayforce Benefits


Benefits enrollments are guided process that take you through the steps of electing options. When the Enrollments

feature is enabled, you can select, submit and print your enrollments from the Enrollments tab in Benefits. ● ✓ ✓

Dayforce Benefits

EssentialHistory View and print benefit summaries. ● ✓ ✓

Dayforce Benefits

EssentialHR Events

HR Events are changes made to an employee record that may affect their election eligibility for current plan

enrollments, since the specified date. ✓ ✓ ✓

Dayforce Benefits

EssentialHealth and Wellness

The Health and Wellness feature enables the Health and Wellness tab in the Employee Profile where administrators

you can view, add, and edit employees’ historic health and wellness records such as tobacco use status. ✓ ● ✓

Dayforce Benefits

EssentialCOBRA

The COBRA feature enables the COBRA tab in the Employee Profile where administrators can manage the loss of

coverage events, or COBRA events, for individual employees and their covered dependents in accordance with the

Consolidated Omnibus Budget Reconciliation Act (COBRA).


Dayforce Benefits


The Recalculation Results feature enables the Recalculation Results tab in the Employee Profile where administrators

can view, approve, unapprove, commit, or discard employees’ two-step recalculation transactions individually. ✓ ✓ ✓

Dayforce Benefits

EssentialSpouse coverage verification

The application determines a spouse's eligibility for an option based on their coverage verification

status on the election effective date ✓ ✓ ✓

Dayforce Benefits

EssentialProperties

The Properties feature enables the Properties tab in the Employee Profile where administrators can view, add, and

edit employees’ benefit properties. The Properties tab of the Employee Profile displays the properties that

employees are associated with, such as certificate numbers or benefit compensation.

✓ ✓ ✓

Employee Profile - Benefits


Dayforce Benefits

EssentialDependents and Beneficiaries

The Dependents and Beneficiaries feature enables the Dependents and Beneficiaries tab in the Employee Profile

where administrators can view, add, and edit an employee’s dependent and beneficiary records. Enable the

necessary sub-features to display the corresponding sections of the tab.

✓ ✓ ✓

Dayforce Benefits

EssentialGeneral Information

The General Information option tracks the general information about dependents and beneficiaries in the


Dayforce Benefits

EssentialCoverage and Designation

The Coverage and Designation option tracks the coverage and designation of dependents and beneficiaries in the


Dayforce Benefits

EssentialConfidential Information

The Confidential Information option tracks confidential information about dependents and beneficiaries in the


Dayforce Benefits

EssentialAddress The Address option tracks the address of dependents and beneficiaries in the application. ● ✓ ● ✓ ✓ ●

Dayforce Benefits

EssentialPhone Number The Phone Number option tracks the phone number of dependents and beneficiaries in the application. ● ✓ ● ✓ ✓ ●

Dayforce Benefits

EssentialElection Summary

The Election Summary feature enables the Election Summary tab where administrators can view complete summary

counts of employees enrolled in each benefit plan option, as well as the estimated associated costs, as of a specified

point in time.

✓ ✓ ✓

Dayforce Benefits

EssentialElections

The Elections feature enables the Elections tab where administrators can view all current (Active), historical, or

future employee benefit elections, and export election records. ✓ ✓ ✓

Dayforce Benefits

EssentialCOBRA

The COBRA feature enables the COBRA tab where administrators can view information for employees and their

dependents who have undergone COBRA events. You can also make mass updates to COBRA events so that they can

be included in the COBRA export.


Dayforce Benefits

EssentialEmployee

The Employee feature enables the Employee tab where administrators can run recalculation tasks to update rates,

coverage amounts, and payroll elections which may be required because of updated employee data, eligibility,

plans, or plan options.

✓ ✓ ✓

Dayforce Benefits


The Recalculation Results feature enables the Recalculation Results tab where administrators can review, approve,

unapprove, commit, or discard the results of recalculation jobs requiring manual approval and commit (or two-step

recalculation transactions) for multiple employees.

✓ ✓ ✓

Dayforce Benefits

EssentialEligibility

Eligibility Qualifiers are used to define relationships between qualifiers, so that each predefined qualifier is applied

as configured, universally across the application. When you configure a qualifier, it is assigned to plans, options, and

coverage periods using the Predefined Eligibility Qualifier. When the application calculates eligibility, only those

employees that meet the conditions in the eligibility expression of the qualifier set are qualified.

✓ ✓ ✓

Dayforce Benefits


Enrollments determine when employees can login and elect benefits options in Benefits. Users with access to this

feature can configure the timing and duration of the enrollment period, as well as the content and appearance of

the enrollment guided process.

✓ ✓ ✓

Employee Profile - Dependents

and Beneficiaries

Benefits Administration

Benefits Setup


Dayforce Benefits

EssentialEnrollment Events

Enrollment Events can be used to collect additional information from employees, which can be used to enforce

Enrollment Restrictions ✓ ✓ ✓

Dayforce Benefits

EssentialPlans and Options

Plans are configured by type and country; each type of plan can be assigned a specific subtype that can impact plan

options. Plans can be assigned to a Carrier which is defined under the Plan Carrier setup. Each plan and option can

also be assigned eligibility qualifiers that determine which employees are eligible to enroll in them. Additional

configurations such as coverage periods, rates, coverage amounts, contributions, participants, and payroll mappings

can be defined for plans and options.

✓ ✓ ✓

Dayforce Benefits

EssentialPlan Carriers

You can optionally configure and record contact information and carrier feed properties for your plan carrier(s) on

Benefits Setup > Plan Carriers. It is necessary to define plan carriers if your organization users the carrier feed export.

You define plan carriers to associate plans and options with the benefits provider. You can record as many carriers as

necessary to meet your organization's needs.

✓ ✓ ✓

Dayforce Benefits

EssentialCost Splitting Configuration

Cost splitting is used to determine which benefits costs are paid for by the employee, and which are paid for by the

employer. Each configuration is associated with Employee Percentage and Employer Percentage values, which must

total 100%.

✓ ● n/a

Dayforce Benefits

EssentialBenefit Properties

Benefit Properties are configured when employees have an associated certificate number or benefit compensation

value. ✓ ✓ ✓

Dayforce Benefits

EssentialPayroll Integration Setup

There are two payroll integration methods available in the application:

1. Based on Pay Date: The payroll election (earning or deduction) start date in payroll will be equal to the pay period

start date of the earliest pay period for which the benefit effective start date is on or before the pay date. This is the

system default functionality.

2. Based on Pay Period End Date. The payroll election (earning or deduction) start date in payroll will be equal to the

pay period start date of the earliest pay period for which the benefit effective start date is on or before the pay

period end date.

✓ ✓ ✓

Dayforce Benefits

EssentialCOBRA Event Reason COBRA Event Reasons are configured based on the vendor requirements. n/a n/a n/a n/a ✓ n/a

Dayforce Benefits

EssentialOverview

Provides Benefit Administrators with the ability to configure links to Carrier websites, upload documents, and enter

Benefit related informational text. ✓ ✓ ✓

Dayforce Benefits

EssentialPlan Option Group

Plan option groups are used to define sets of mutually exclusive benefit options; employees can have only one active

election from the set at a time. When a new election is saved, the application validates that the employee never has

two mutually exclusive elections at the same time. If the employee is enrolled in an option, and subsequently enrolls

in another option that is included in the same option group, the original option enrollment is ended for the date

before the new option enrollment begins. Users with access to this feature can add, edit and delete plan option

groups.

✓ ✓ ✓

Dayforce Benefits

EssentialTemplates

The benefit summary displays information on employees' current election records for a specified period. Templates

are used to customize the header and footer for benefit summaries and benefit elections. ✓ ✓ ✓

Dayforce Benefits

EssentialBenefit Plan Carriers Help



Benefits Setup


Dayforce Benefits

EssentialBenefit Plan Option Group Help



Dayforce Benefits

EssentialBenefit Plans Help



Dayforce Benefits

EssentialBenefit Eligibility Help



Dayforce Benefits

EssentialBenefit Enrollment Help


the application launches the WebHelp dialog opened at the section relevant to the feature that you are in. ✓ ✓ ✓

Dayforce Benefits

EssentialBenefit Templates Help Assign this feature to a user role to enable the online help for Benefits Templates. ✓ ✓ ✓

Dayforce Benefits

EssentialReporting

Elections

Enrollment set up

Enrollments

HR Events

PPACA

Report library provides comprehensive reporting for all aspects of Benefits and Enrollment administration. ✓ ✓ ✓

Dayforce Benefits

EssentialData Export Setup Benefit Data Export Administrators can configure exports of benefits data. ✓ ✓

Dayforce ACA

ManagementAdministration

Administrators can review cost, coverage, and payroll information about employees enrolled in benefits plans in

accordance with the Affordable Care Act.n/a n/a n/a n/a ✓ n/a

Dayforce ACA

ManagementYear End Process

Load a calendar year and complete the 1095-C and 1094-C forms that are required by the IRS to be filed annually in

accordance with the Affordable Care Act.n/a n/a n/a n/a ✓ n/a

Dayforce ACA

ManagementSetup

Configure the application for PPACA (Affordable Care Act) administration, including setting up PPACA calendars

which the application uses in calculating employee PPACA eligibility and defining reasons to override employees that

do not meet the PPACA full-time requirements for their associated calendar to full-time.


Dayforce ACA

ManagementCalendar

PPACA calendars apply to a selection of eligible employees based on the associated eligibility qualifier, and are

configured for use in calculating employee PPACA eligibility. n/a n/a n/a n/a ✓ n/a

Dayforce ACA

ManagementOverride Reason

Employees that do not meet the PPACA full-time requirements for their associated calendar can be overridden to full-

time on PPACA > Administration > Adjustments.n/a n/a n/a n/a ✓ n/a

Dayforce ACA

ManagementPPACA - Year End Form Delivery 1095-C Allows users to access 1095-C forms in Profile & Settings > Profile. n/a n/a n/a n/a ✓ n/a

Dayforce ACA

ManagementProfile ACA Measurement Period

Assign the ACA Measurement Period feature to display the ACA Benefits Measurement Period information on the

Work Information section of the Profile tab on Profile & Settings.n/a n/a n/a n/a ✓ n/a

Dayforce Benefits

Decision SupportBenefit Setup Decision Support

Administrators can configure Decision Support information for their Benefit Plans in order to define medical

deductibles, out-of-pocket maximums, as well as benefit plan design information that is needed to return Decision

Support Results to employees who utilize the Decision Support tool in their benefit enrollment.


PPACA

PPACA Setup

Benefits Setup


Dayforce Benefits

Decision SupportBenefit Setup Enrollment Allows Benefit Administrators to enable Decision Support tool on enrollments. n/a n/a n/a n/a ✓ n/a





Not Supported

n/a Not Applicable



Countries

Dayforce Time Anomaly Days Anomaly DaysAssign the Anomaly Days feature to allow administrators and managers to mark anomaly days so that they can be

excluded from forecasting.✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Availability change

When users update their availability, a request is sent to their manager(s) for approval. While the update is in

pending status, users with this feature enabled can cancel their request before it is approved. Assign the Approval

Requests feature to enable the Cancel Pending Request option in the edit actions drop down menu of Availability.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Can approve self The Can Approve Self option allows users to approve their own requests. ✓ ✓ ● ✓ ✓ ●

Dayforce Time Forms ActionAssign the Forms Action feature to user roles who use workflows for time away from work. When assigned, this

feature links the existing controls in the application to the workflow.✓ ✓ ● ✓ ✓ ●

Dayforce Time Overtime Banking The Overtime Banking Approval option allows users to approve employees' requests for overtime banking payouts. ● ✓ ● ✓ ✓ ●

Dayforce Time ReportsThe Time Off Reports feature enables the time away from work reports. There are three reports that can be enabled:

the Employee Balance Report, Employee TAFW Report, and TAFW Calendar Report.✓ ✓ ● ✓ ✓ ●

Dayforce Time Shift trade Approve Shift Trades requests. ✓ ✓ ● ✓ ✓ ●

Dayforce Time Time Off

Time off allows you to create time off requests and approve requests. The screen provides the Balances pane, which

displays information on an employee's balances; balances are used to track employee benefits, such as vacation

time, sick, and personal days within the application so that as employees record their time or make time away from

work requests, the appropriate benefit is deducted automatically.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Time Off Coverage

Assign the Time Off Coverage feature to user role(s) that need access to coverage information when receiving time

away from work requests. When enabled and employees make a time away from work request, users can click the

Coverage button to display information on the other employees at the location who are eligible to work the same

job in the same department, and could potentially cover the missed shift(s) during the employee's time away from

work.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Disable Filters

Enable this feature and the application does not filter the list of employees by their department and job for the

coverage information. Instead, clicking the Coverage button brings up information on the entire staff at the specified

location.

✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Time off - Enable Balance Display Conversion

When the Enable Balance Display Conversion feature is enabled, the application displays the alternative display

format. The balance (s) can be configured with a different formula, which determines the way the balance is

calculated from the stored value, or a different format, which determines the way the balance is displayed. For

example, the feature can be used to hide a particular balance from view by entering a masking character into the

Alternative Display Format; in the example below, 'XXXX' is entered as the alternative display format for the 'Hours'

unit

✓ ✓ ● ✓ ✓ ●

Dayforce Time Unfilled shift bid Approved unfilled shift bids. ✓ ✓ ● ● ✓ ●

Dayforce Software Functionality and Global Use Guide - Dayforce Time






Approvals



Countries

Dayforce Time Approvals Unfilled shift trade Approve unfilled shift trades. ✓ ✓ ● ✓ ✓ ●

Dayforce Time TAFW Calendar Report

The TAFW Calendar Report reviews the time off employees have booked during a specific month in a calendar view.

The report lists the number of hours employees have off on each day of the month. Users can limit the report to only

include time off for specific reasons.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Employee TAFW Report

The Employee TAFW Report reports on time away from work requests employees have made during the specified

date range. Users can specify what status (pending, denied, or approved) to report on and how the requests are

sorted and grouped.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Time Off Reports Employee Balance Report This report returns a summary of employee balances, such as the number of sick and vacation days. ✓ ✓ ● ✓ ✓ ●

Dayforce Time Edit Weekly AvailabilityThe Edit Weekly Availability option allows managers, administrators or other appropriate users to edit an

employee's availability and specify the date on which the changes should take effect.✓ ✓ ✓ ✓ ✓ ●

Dayforce Time Edit Default AvailabilityThe Edit Default Availability option allows managers, administrators or other appropriate users to edit an

employee's default availability and specify the date on which the changes should take effect.✓ ✓ ✓ ✓ ✓ ●

Dayforce Time Apply Default Availability

Select the Apply Default Availability sub-feature to enable the Use Default Availability for This Week parameter in

the edit drop-down list on the calendar. Managers, administrators or other appropriate users can then select this

option to set an employee's availability to their configured default, for the selected week.

✓ ✓ ✓ ✓ ✓ ●

Dayforce Time Copy Availability From Previous WeekThe Copy Availability from Previous Period option allows managers, administrators or other appropriate users to set

an employee's availability to the same availability configured for the previous period, for the selected period✓ ✓ ✓ ✓ ✓ ●

Dayforce Time Copy Availability From TemplateThe Copy Availability From Template option allows managers, administrators or other appropriate users to open the

Templates panel and select a saved schedule to apply to the specified week.✓ ✓ ✓ ✓ ✓ ●

Dayforce Time Balances

Balances are used to track employee benefits, such as vacation time, sick and personal days, within Dayforce so that

as employees record their time or make time away from work requests, the appropriate balance is deducted

automatically. For example, when an employee takes five days off on vacation, the application deducts five days

from their vacation balance.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Balance Access

Using the Balance Access tab, you can view the system transactions (such as vacation requests) that have changed

an employee's balances, manually record transactions to increment or decrement an employee's balances, and

recalculate balances for a specific employee.

✓ ✓ ● ✓ ✓ ●

Dayforce Time View access restricted balance

Balances are used to track employee benefits, such as vacation time, sick and personal days. Employees can only use

a restricted balance if their supervisor, an HR professional, or another user with the appropriate access has given

them access to the balance within HR.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Eligible Balances Display the balances that are valid for an employee. ✓ ✓ ● ✓ ✓ ●

Dayforce Time Balance Ranges

Using the Balance Ranges tab, you can specify the minimum value for each balance, per employee. The application

will not allow an employee to deplete their balance below the minimum you specify, and will not grant them more

than the maximum.

✓ ✓ ✓ ✓ ●

Dayforce Time Badge Badge PIN Badge PINs are pin numbers used to associate the employee with their employee badge or ID. ✓ ✓ ● ✓ ✓ ●

Dayforce Time Balance Access ReasonThe Balance Access Reason option refers to the reasons why employees were assigned a restricted balance. When

enabled, the Reasons tab of Pay Setup > Balances is enabled.✓ ✓ ● ✓ ✓ ●

Dayforce Time Balance Unit

The Balance Unit option refers to the units the organization uses when it measures employee balances, and how

these units relate to minutes. By defining units and relating them to minutes, Dayforce can accurately track the

balances and deduct them properly, accurate to within a minute.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Balance DefinitionBalances must be defined and configured with information on its use, unit type, and the associated pay

adjustment(s).✓ ✓ ● ✓ ✓ ●

Balance Admin

Employee Profile - Work -

Availability

Employee Profile - Work -

Balances

Time Off Reports



Countries

Dayforce Time Balance ConversionBalance conversions describe the relationship between two different balances configured to cascade; conversions

determine how many units of one balance convert to units of another balance.✓ ✓ ● ✓ ✓ ●

Dayforce Time Balance Cascade

Balance cascades are used if any balances can cascade, or flow into other balances. For example, if a employee takes

a day off work sick, but has used up all their sick days. A balance cascade controls which balance is used in lieu of a

sick day, if it has a balance of zero.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Balance Transaction TypeBalance transaction types describe the way that balances can be altered by transactions; for example, balances can

be decremented or incremented, depending on the transaction type.✓ ✓ ● ✓ ✓ ●

Dayforce Time Balance Payout Request Cancel Approved Balance PayoutsThe Cancel Approve Balance Payouts feature allows users to cancel Pay Out Requests that have already been

approved.● ✓ ● ✓ ✓ ●

Dayforce Time Access Restricted Balances

Balances are used to track employee benefits, such as vacation time, sick and personal days. Employees can only use

a restricted balance if their supervisor, an HR professional, or another user with the appropriate access has given

them access to the balance within HR.

✓ ✓ ● ✓ ✓ ●

Dayforce Time System Transactions

The application tracks both user initiated balance transactions, such as time away from work requests, and system

transactions, such as the automatic accrual of vacation time initiated by rules configured in the application. By

default, only user initiated transactions are displayed, but users with access can view system transactions by

selecting the Include system transactions checkbox in an employee's HR records; select this feature to enable the

Include system transactions checkbox in HR > Benefits > Actual Balances.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Recalc Employee Balances

Users with access to the Recalc Employee Balances feature can recalculate employee balances, which is useful in

cases where an employee has been assigned a new entitlement policy. Rather than having to run the Award

Entitlements to Employees background task, users can run the task for a single employee, from their employee

record.

✓ ✓ ● ✓ ✓ ●

Dayforce Time View Pay Summary

The View Pay feature enables the View Pay pane, which displays detailed information on an employee's pay

information including the pay code, pay category, rate of pay, project, and docket that the hours were recorded

against, in both Weekly and Daily views.

✓ ✓ ● ✓ ✓ ●

Dayforce Time View Balances

The View Balances feature enables the Balances pane, which displays information on an employee's balances;

balances are used to track employee benefits, such as vacation time, sick, and personal days within the application

so that as employees record their time or make time away from work requests, the appropriate benefit is deducted

automatically.

✓ ✓ ● ✓ ✓ ●

Dayforce Time View raw punches The View Raw Punches feature enables the Punches panel, which displays the raw punch data for the employee. ✓ ✓ ● ✓ ✓ ●

Dayforce Time Break Attestation The break attestation feature allows employees to specify if a break was not taken during their shift. ● ● ● ● ✓ ●

Dayforce Time Disable balance display conversionWhen the Disable Balance Display Conversion feature is enabled, the application displays balances in the Employee

Timesheet using the primary display format, rather than the alternate format defined in Pay Setup.✓ ✓ ● ✓ ✓ ●

Dayforce Time Meal Waivers The Meal Waivers feature enables employees to waive meal breaks that they are entitled to, from the timesheet. ● ✓ ● ● ✓ ●

Dayforce Time TimeSheet AuthorizeThe TimeSheet Authorize feature enables employees to approve the worked time recorded on their timesheet by

authorizing the records.✓ ✓ ● ✓ ✓ ●

Dayforce Time TimeSheet UnauthorizeThe TimeSheet Unauthorize feature enables employees to approve the worked time recorded on their timesheet by

authorizing the records.✓ ✓ ● ✓ ✓ ●

Dayforce Time Automatically Add Shifts to ScheduleWhen the Automatically Add Shifts to Schedule feature is enabled, the application pre-populates the punch times for

scheduled shifts on the timesheet✓ ✓ ● ✓ ✓ ●

Dayforce Time TimeSheet Transfer ControlThe TimeSheet Transfer Controls feature enables transfer controls on the timesheet, which are used when

employees switch between locations, positions, or dockets, so that an employee's time is tracked properly.✓ ✓ ● ✓ ✓ ●

Balance Admin

Employee Timesheet

Actual Balances



Countries

Dayforce Time Employee Timesheet Labor Metrics Favorite Set

Enable the Labor Metrics Favorite Set feature to allow employees to create favorite sets of labor metrics (such as

location, position, pay code, project, and docket), that can be saved and applied to shifts on the timesheet. This

feature enables the Favorite Sets panel on the timesheet.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Entitlement Definitions Used to define entitlements accruals ✓ ✓ ● ✓ ✓ ●

Dayforce Time Policies Used to define the entitlements applicable to a group of employees ✓ ✓ ● ✓ ✓ ●

Dayforce Time Balance Rules Used to define how balances that make up an entitlement are calculated. ✓ ✓ ● ✓ ✓ ●

Dayforce Time Balance Rollovers Used to define how the rollover periods used for carrying over balances ✓ ✓ ● ✓ ✓ ●

Dayforce Time Eligibility Criteria Used to define qualifiers on balance rules ✓ ✓ ● ✓ ✓ ●

Dayforce Time Accrual Operation Provides ability to define the time period in which a balance increases (accrues). ✓ ✓ ● ✓ ✓ ●

Dayforce Time Entitlement Units Used to define the units in which entitlements are accrued, for example hours or days. ✓ ✓ ● ✓ ✓ ●

Dayforce Time HTML ESS Time Clock

The Time Clock feature enables the HTML ESS Clock used by employees to punch in and out for work but can be run

on any browser and platform supported by the Dayforce application, without the requirement for Silverlight to be

installed on the local machine.

✓ ✓ ✓ ✓ ✓ ●

Dayforce Time Extended Tardy Processing The application can be configured with tardy rules that track when employees leave or arrive early or late. ✓ ✓ ● ✓ ✓ ●

Dayforce Time Copy from TemplateAssign the Copy from Template sub-feature to allow the user role(s) responsible to copy and use information from

existing templates in the currently loaded week.✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Copy to TemplateAssign the Copy to Template sub-feature to allow the user role(s) responsible to copy and save a recorded week’s

information as a template.✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Approve Assign the Approve feature to allow users to approve their employees' timesheets in Manager Timesheet. ✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Break Attestation The break attestation feature allows managers to specify if an employee did not take a break during their shift. ● ● ● ● ✓ ●

Dayforce Time Unapprove Assign the Unapprove feature to allow users to unapprove their employees' timesheets in Manager Timesheet. ✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Display Schedules Assign the Display Schedules feature to allow users to view the schedule in the timesheet. ✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Manually Link and Unlink SchedulesAssign the Manually Link and Unlink Schedules feature to allow users to manually link and unlink worked time with

scheduled shifts.✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Copy from defaultAssign Copy from Default feature to allow users to create new timesheets by copying the default timesheet in

Manager Timesheet.✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Copy from previousAssign the Copy from previous feature to allow users to create new timesheets by copying the previous timesheet

(including its details) in Manager Timesheet.✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Copy employee Assign the Copy employee feature to allow users to copy data between employees in Manager Timesheet. ✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time View Balances Assign the View Balances feature to allow users to view balances in the timesheet. ✓ ✓ ● ✓ ✓ ●

Dayforce Time View Pay Summary Assign the View Pay Summary feature to allow users to view pay summaries in the timesheet. ● ✓ ● ✓ ✓

Dayforce Time Dayforce Mobile SchedulesEnables the schedule in the mobile apps. Display unscheduled coworkers, restrict by employee work assignment,

shift trades✓ ✓ ✓ ✓ ✓ ●

Entitlement Admin

Manager Timesheet



Countries

Dayforce Time Calendar Check your schedule. Shift trade. Synchronize your Dayforce calendar with the calendar on your mobile device. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Time Timesheet

Assigns the Timesheet feature of the mobile app, which allows users to view their weekly timecard from their mobile

device. The feature displays the number of hours users were scheduled to work, and provides a record of shifts and

pay adjustments for each week. Users can view shift details by tapping the Edit button to access the shift details;

from the detailed view, users with the appropriate access can view, add, edit, and delete punches, shift information,

and pay adjustments.

✓ ✓ ● ● ● ●

Dayforce Time Time AwayAssigns the Time Away feature of the mobile application, which enables users to create and view time away from

work requests.✓ ✓ ● ● ● ●

Dayforce Time ClockAssigns the Clock feature of the mobile applications, which enables users to punch in and out for shifts, meals, and

breaks.✓ ✓ ● ● ● ●

Dayforce Time AvailabilityAssigns the Availability feature of the mobile applications, which allows users to view their weekly availability on the

calendar.✓ ✓ ● ● ● ●

Dayforce Time Authorize PunchEmployees can authorize punches in their timesheet. This requires configuration for their role in the main

application.✓ ✓ ● ● ✓ ●

Dayforce Time Unauthorize Punch Employees can unauthorize punches in their timesheet. ✓ ✓ ● ● ✓ ●

Dayforce Time Timesheet Transfers Employees can perform transfers in their timesheet. ✓ ✓ ● ● ✓ ●

Dayforce Time Edit Weekly Availability

The Edit Availability for a Period of Time option allows you to define when you are typically available to work,

without having to make the same manual edits every period. This feature allows employees to edit their availability

for a period of time from their mobile device.

✓ ✓ ✓ ✓ ✓ ●

Dayforce Time Edit Default Availability

The Edit Default Availability option allows you to define when you are typically available to work, without having to

make the same manual edits every week. This feature allows employees to edit their default availability from their

mobile device.

✓ ✓ ● ● ✓ ●

Dayforce Time AttendanceAssigns the Attendance feature of the mobile application, which enables users to review employee attendance for

their location(s).✓ ✓ ● ✓ ✓ ●

Dayforce TimeAttendance - Edit Employee Punches - Edit

Transfers

Transfers are used when you switch between locations, projects, positions, or dockets, so that your time is tracked

properly. The Edit Employee Transfers feature allows you to edit employee transfers from your mobile device.✓ ✓ ✓ ✓ ✓ ●

Dayforce Time Employees

Assigns the Employees feature of the mobile application, which enables users to view information on their

employees, including contact information, emergency contact information, upcoming shifts, and recently worked

shifts.

✓ ✓ ● ✓ ✓ ●

Dayforce Time TasksAssigns the Tasks feature of the mobile application, which enables users to view and edit tasks assigned to their

location(s).✓ ✓ ● ● ● ●

Dayforce Time Time Off ListAssigns the Time Off List feature of the mobile application, which enables users to view, edit, approve, deny and

comment on time away from work requests for their location(s).✓ ✓ ● ● ● ●

Dayforce Time Approvals Availability change, overtime banking, shift trade, unfilled shift bid, unfilled shift trade ✓ ✓ ● ● ✓ ●

Dayforce Time Set Coordinates

Assigns the Set Coordinates feature of the mobile application, which allows users to set the geographic coordinates

of their location, and define the Punch Tolerance in meters to configure the area in which employees can punch in at

the location using the Clock feature of their mobile device. Users can also define the local time zone that the app

records employee punches at the location in.

✓ ✓ ● ● ● ●

Mobile Employee Self Service

Mobile Manager

Mobile Employee Availability

Mobile Employee Timesheet



Countries

Dayforce Time Edit Employee Punches

The Edit Employee Punches option allows you to edit punches to reflect actual work times on your mobile device.

For example, you can add a meal or break to a shift if an employee forgets to record one, or record a transfer if the

employee changes work locations during a shift.

✓ ✓ ✓ ✓ ✓ ●

Dayforce Time Authorize PunchThe Authorize Punch option allows you to authorize employee work time using the Attendance feature on your

mobile device, so that the shift is marked as authorized both in the mobile application and the main application✓ ✓ ✓ ✓ ✓ ●

Dayforce Time Unauthorize PunchThe Unauthorize Punch option allows you to unauthorize employee work time using the Attendance feature on your

mobile device, so that the shift is marked as unauthorized both in the mobile application and the main application✓ ✓ ✓ ✓ ✓ ●

Dayforce Time View Call-In ListThe View Call-In List feature enables the option to access a Call-in list where you can contact other employees

eligible to work the shift or add them to the schedule.✓ ✓ ✓ ✓ ✓ ●

Dayforce Time Volunteer ListEmployees can opt into volunteer lists that have been configured in the organization. Volunteer lists are set up

through HR Admin > Volunteer Lists.● ✓ ● ● ✓ ●

Dayforce Time AttendanceUsing the Attendance feature, employees can view information on their attendance records; they can view detailed

information on absences, including the number of hours missed.✓ ✓ ● ✓ ✓ ●

Dayforce Time Time Bank BalancesEmployees can view the balance of their banked overtime hours; additional sub-features can be enabled to allow

them to request and cancel payouts.● ✓ ● ✓ ✓ ●

Dayforce Time Scheduling Schedules Enables Schedules feature in application. ✓ ✓ ● ✓ ✓ ●

Dayforce Time ShiftTrade

When the ShiftTrade feature is assigned, employees can make shift trades, swaps, or re-trades through the

application. Employees must be assigned an appropriate shift trading policy to use the functionality; for more

information, Configuring Shift Trading Policies on page 1468. With this feature enabled, Work > Schedules displays

shifts that can be traded, swapped or picked up The Shift Trade History panel is also displayed, which allows

employees to view information on the shift trades that they participated in during the specified month.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Shift trade historyUsing the shift trade history feature, managers can view the audit history of a shift trade and understand the how

the existing shift was assigned the employee. ✓ ✓ ● ✓ ✓ ●

Dayforce Time Shift swapUsing the shift trade feature Dayforce can be configured to allow employees swap one of their shifts for a shift

scheduled to another employee✓ ✓ ● ✓ ✓ ●

Dayforce Time Location Daily Property Maintenance

The Location Daily Property Maintenance feature enables the Location Daily Property Maintenance feature in

Schedules. This feature contains a calendar in which managers can access and edit unsecured location daily

property values for their locations.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Tasks On Employee Schedules

When set up to support task management features, the application can be configured to display information on the

tasks assigned to an employee's schedule. Assign the Tasks On Employee Schedules feature to enable the display of

tasks on the calendar of Schedules.

✓ ✓ ● ✓ ✓ ●

Dayforce Time ESS Reports The ESS Reports feature enables the Reports drop-down list in Work > Schedules. ✓ ✓ ● ✓ ✓ ●

Dayforce Time Import/Export ScheduleTemplates

With the Import/Export Schedule Templates feature assigned, users can create and apply templates. Assign this

feature and the application displays the Schedule Templates and Schedule Type Templates tabs on the Templates

panel in Schedules.

✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Work Patterns

With the Generate Work Patterns feature enabled, the application displays the Work Patterns button, which allows

users to create shifts automatically based on the fixed shifts (i.e., days assigned the Shift shift type in HR >

Assignments > Contracts) in an employee's work pattern.✓ ✓ ● ✓ ✓ ●

Dayforce Time Selected Org FilterAssign the Selected Org Filter feature to allow users to filter schedules by the location selected in the org picker. This

is useful when employees are scheduled at more than one location.✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Edit Shift OriginWith this feature assigned, users can edit the origin of a shift. Assign this feature to enable the Origin drop-down list

in the Add Schedule and Edit Schedule dialogs.✓ ✓ ✓ ✓ ✓ ✓

Profile & Settings - Profile

Schedules

Schedule Optimization - Schedule

Editor

Mobile Employee Attendance



Countries

Dayforce Time Schedule Cost

Assign the Schedule Cost feature and the application displays the cost of the scheduled shifts, in hours and dollars,

for the current week when the user clicks the Cost button. These amounts are compared to the amounts suggested

by the plan forecast. Assign this feature to enable the Cost button and panel in Schedules.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Post Schedules

To make a schedule available to the employees of a location, it must be posted. Managers, administrators, or other

appropriate users, require access to this feature in order to post schedules when they are completed. Assign the

Post Schedules feature to enable the Post or Submit button in Schedules. Which button appears depends on the

access authorization assigned to a user role.

✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Audit Assign this feature to enable the Audits tab in Schedules. ✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Display Auto Select Activity Option

Activities that need to be performed during the workday can be assigned to employees' shifts through Schedules.

Activities are linked to the positions that can perform them, and can be automatically associated with a scheduled

shift. Assign the Display Auto Select Activity Option feature to enable the 'Automatically select an activity for

schedule' option in the View options of Schedules.

✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Generate Rotations

The Generate Rotations feature allows users to create scheduled shifts for a location's employees, based on their

shift definitions and rotations. It relies on the shift rotations configured in the application through Schedule Setup.

Assign this feature to enable the Rotations button in Schedules.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Partial Shift ActivitiesAssign this feature to allow users to assign partial shift activities to shifts. By default, activities are scheduled to an

entire shift.✓ ✓ ● ✓ ✓ ●

Dayforce Time Shift Standby

Assign the Shift Standby feature and users can schedule shifts as on call, sometimes referred to as standby, shifts.

These shifts represent time the employee is not scheduled to work, but is 'on call' to come into work, if needed.

Assign this feature to allow users to schedule employees for on call, or standby, shifts.

✓ ✓ ● ● ✓ ●

Dayforce Time SchedulerHelpAssign the SchedulerHelp option to a user role to enable the online help for Schedules. This feature enables the blue

help icon at the right of the Schedules tab.✓ ✓ ● ✓ ✓ ●

Dayforce Time Schedule Reports

There are several schedule reports that can be run by users with access to Schedule Reports and its sub-features;

assign the Schedule Reports feature to enable the Reports button in Schedules. Select any of the sub-features to

enable the corresponding report.

✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Forms ActionAssign this feature to user roles who use workflows for time away from work. When assigned, this feature links the

existing controls in the application to the workflow.✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time StackAs you work with your location's schedules, adding, editing, or removing shifts, gaps can occur in the list of shifts the

application displays.✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Copy Assign this feature to enable the Copy Week button in Schedules. ✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Hide Weekly Totals

With the Hide Weekly Totals feature selected, the application hides the total hours displayed at the bottom of the

Grid View and at the top of the Bar View in Schedules. These hours are shown by default, and represent the hours

that count towards schedule coverage.

✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Show Employee Skill FiltersAssign the Show Employee Skill Filters feature to allow users to filter Schedules by employee skills and skill levels.

Assigning this feature displays the Skill and Skill Level options in the Filter panel in Schedules.✓ ✓ ✓ ✓ ✓ ✓

Schedule Optimization - Schedule

Editor



Countries

Dayforce Time Schedule Planning Scheduling PlanThe Scheduling Plan feature enables the Schedule Planning feature, where users can define shift rotations, shift

definitions , schedule trend and templates.✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Printed Schedule Report The Printed Schedule Report produces a printable view of a location's schedule. ✓ ✓ ● ✓ ✓ ●

Dayforce Time Schedule Audit ReportThe Schedule Audit Report lists the changes made to a schedule's report, grouped by employee. The report lists

when shifts, meals, or breaks were added, modified, or deleted, and by whom.✓ ✓ ● ✓ ✓ ●

Dayforce Time Coverage reportThe Coverage Report summarizes details on a location's coverage; the report includes how many employees are

scheduled during each hour✓ ✓ ● ✓ ✓ ●

Dayforce Time Daily Coverage ReportThe Daily Coverage Report summarizes details on a location's coverage; the report includes how many employees

are scheduled during each hour and when meals or breaks are scheduled.✓ ✓ ● ✓ ✓ ●

Dayforce Time Hourly coverage report The hourly coverage report summarizes the scheduled employee count by each hour of the day ✓ ✓ ● ✓ ✓ ●

Dayforce Time Manager Coverage Report

The Manager Coverage Report displays details on a location's coverage, including how many employees are

scheduled during each hour and when meals or breaks are scheduled. This report differs from the Daily Coverage

Report in that it more closely resembles the Bar View in Schedules.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Schedule Setup

Through Schedule Setup, users can perform configuration that supports the use of scheduling features in the

application, including shift rotations, activities, schedule bidding and shift trading. Assign the Schedule Setup feature

to enable the Schedule Setup tab.

✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Time Off Policy

The Time Off Policy feature refers to the Time Off Policy assigned in the Status Details section of HR > Assignments >

Status; time off policies control when employees can request time away from work by defining a rolling blackout

period during which employees cannot make requests.

✓ ✓ ● ✓ ✓ ●

Dayforce Time School Year

School years support the use of school rules in schedule policies; for example, the application can be configured so

that minors aren't scheduled more than a set number of hours in a day or week, while they are in school. Users with

access to the School Year feature can configure the date range of the school years, as well as define non-school days

within the school year; assign this feature to enable the School Year section of Schedule Setup.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Blackout Dates

Blackout dates are ranges of time when employees are restricted from requesting time off, under their time away

from work policy. Users with access to the Blackout Dates feature can configure blackout dates in the application;

assign this feature to enable the Blackout Dates section of Schedule Setup.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Employee PolicyEmployee policies contain rules and qualifiers that configure how employees can be scheduled, and the severity of

violating these policies. The policies apply automatically when schedules are created in the application.✓ ✓ ● ✓ ✓ ●

Dayforce Time Schedule Change Policy The Schedule Change Policy feature allows users to create and configure schedule change policies. ✓ ✓ ● ✓ ✓ ●

Schedule

Schedule Reports



Countries

Dayforce Time Post Schedules

To make a schedule available to the employees of a location, it must be posted. Managers, administrators, or other

appropriate users, require access to this feature in order to post schedules when they are completed. Assign the

Post Schedules feature to enable the Post or Submit button in Schedules. Which button appears depends on the

access authorization assigned to a user role.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Edit Shift OriginWith the Edit Shift Origin feature assigned, users can edit the origin of a shift. Assign this feature to enable the Origin

drop-down list in Schedules.✓ ✓ ● ✓ ✓ ●

Dayforce Time Copy WeekWith the Copy Week feature assigned, users can copy a week in the schedule. Assign this feature to enable the Copy

button in Schedules.✓ ✓ ● ✓ ✓ ●

Dayforce Time Schedule TrendSelect the Schedule Trend feature and employees' previously scheduled days are displayed when you hover over

their name in Schedules.✓ ✓ ● ✓ ✓ ●

Dayforce Time Shift Rotations

Shift rotations are used to define a pattern of repeating shifts and days off that describe employees’ regular work

week. For example, you can define a shift rotation where employees work five days, from 9 AM to 5 PM, followed by

two days off; managers assign this rotation to the appropriate employees, rather than scheduling them every week

for the same five shifts and two days off.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Display Minor OptionAssign the Display Minor Option feature to enable the 'Indicate minor status' option in the View options of

Schedules.✓ ✓ ● ✓ ✓ ●

Dayforce Time Hide Weekly Totals

With the Hide Weekly Totals feature selected, the application hides the total hours displayed at the bottom of the

Grid View and at the top of the Bar View in Schedules. These hours are shown by default, and represent the hours

that count towards schedule coverage

✓ ✓ ● ✓ ✓ ●

Dayforce Time AuditWith the Audit feature assigned, users can view information on changes to the schedule that have been made after

it was posted through the Audits panel. Assign this feature to enable the Audits panel in Schedules.✓ ✓ ● ✓ ✓ ●

Dayforce Time Autofill

Autofill can be used to generate and fill in the schedule for a location. Autofill attempts to automatically mass

schedule a number of shifts and employees in a way that tries to match demand as closely as possible and still try to

meet schedule compliance constraints.

✓ ● ● ● ● ●

Dayforce Time Autofill unfilled shifts Autofill unfilled shifts allow users to fill unfilled shifts based on ordering policies configured in Dayforce ✓ ● ● ● ● ●

Dayforce Time Clear trade status

With clear trade status, users can clear the shift trade status associated with shifts. This feature manages the Clear

Trade Status button in the Add Schedule dialog

box and the Edit Schedule dialog box in Schedules

✓ ✓ ● ✓ ✓ ●

Dayforce Time Coverage pane

Coverage panels allow managers to more easily identify periods of significant over- and understaffing at a glance

within the week in Schedules. Using the Coverage panel, managers can determine how well specific zones and

activities are scheduled compared to the required demand for that zone.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Find candidateManagers can manually fill the shifts by leveraging the "Find Candidate" feature. When configured the application

uses the staff assignment policies to determine the order in which employees can be selected for filling a shift✓ ✓ ● ✓ ✓ ●

Dayforce Time Manage Time off Allows user to create time away from work requests within the schedules ✓ ✓ ● ✓ ✓ ●

Dayforce Time StackAs you work with your location's schedules, adding, editing, or removing shifts, gaps can occur in the list of shifts the

application displays.✓ ✓ ● ✓ ✓ ●

Dayforce Time Reports

There are several schedule reports that can be run by users with access to Schedule Reports and its sub-features;

assign the Reports feature to enable the Reports button in Schedules. Select any of the sub-features to enable the

corresponding report.

✓ ✓ ● ✓ ✓ ●

HTML Scheduler



Countries

Dayforce Time Cost

Assign the Cost feature and the application displays the cost of the scheduled shifts, in hours and dollars, for the

current week when the user clicks the Cost button. These amounts are compared to the amounts suggested by the

plan forecast. Assign this feature to enable the Cost button and panel in Schedules.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Show Employee Skill FiltersAssign the Show Employee Skill Filters feature to allow users to filter Schedules by employee skills and skill levels.

Assigning this feature displays the Skill and Skill Level options in the Filter panel in Schedules✓ ✓ ● ✓ ✓ ●

Dayforce Time Shift Standby

Assign the Shift Standby feature and users can schedule shifts as on call, sometimes referred to as standby, shifts.

These shifts represent time the employee is not scheduled to work, but is 'on call' to come into work, if needed.

Assign this feature to allow users to schedule employees for on call, or standby, shifts.

✓ ✓ ● ● ✓ ●

Dayforce Time Enable Customized Employee Sort Order

The Enable Customized Employee Sort Order client property allows you to specify a custom employee sort order in

Schedules. When this client property is enabled, you can hover over employee names in the Schedules Grid View to

reveal arrow buttons. Using these arrow buttons you can reorder the list of employees as needed

✓ ✓ ● ✓ ✓ ●


feature links the existing controls in the application to the workflow.✓ ✓ ● ✓ ✓ ●

Dayforce Time Display Unscheduled CoworkersWith the Schedules feature the app displays your coworkers who are not scheduled but work at the same location as

you. You then have the option to send them a message if applicable.✓ ✓ ✓ ✓ ✓ ●

Dayforce Time Restrict By Employee Work Assignments

Enable “Restrict By Employee Work Assignments” to control which employee schedules a user will be able to view in

the Schedules feature. By enabling this control, a user will only be able to view coworker schedules that share a

location, job and department.

✓ ✓ ✓ ✓ ✓ ●

Dayforce Time Shift DefinitionsWith the Shift Definitions feature assigned, the application displays the Shift Definitions feature in Schedule

Planning, where users can define the shifts that are used in templates and shift rotations✓ ✓ ✓ ✓ ✓ ●

Dayforce Time Shift RotationShift rotations are used to combine patterns of repeating shift definitions and labor metrics that describe employees'

regular work schedules. Assign the Shift Rotation feature to enable the Shift Rotation section of Schedule Planning.✓ ✓ ✓ ✓ ✓ ●

Dayforce Time Employee TimeSheetThe Employee TimeSheet allows users to quickly record, view, and edit the times that they have worked throughout

the week.✓ ✓ ● ● ✓ ●

Dayforce Time Post Schedules Schedule ApprovalThe Schedule Approval feature controls whether a user has access to the Submit feature of Schedules; when a

schedule is submitted, it requires a manager's approval.✓ ✓ ● ✓ ✓ ●

Dayforce Time Printed Schedule Report Flag Minor EmployeesEnable the Flag Minor Employees feature and minors on the Printed Schedule Report are marked with [M] before

their name.✓ ✓ ● ✓ ✓ ●

Dayforce Time ESS Time Clock Use Server Time

Select and the clock is configured to attempt to use the application server's time when recording punch times; when

an employee performs a punch at the clock, the application uses the time zone of the employee's scheduled

location, if scheduled, or their primary location, if unscheduled, to convert the time if the server's time zone differs.

✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Authorize PunchesThe Authorize Punches feature allows employees to authorize the times recorded on their timecard; assign this

feature to enable the Punch Audits column on Timecard.✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Meal WaiversThe Meal Waivers feature allows employees to waive their meal break(s) for a recorded shift; assign this feature to

enable the Waive First Meal and Waive Second Meal columns on Timecard.✓ ✓ ✓ ✓ ✓ ✓

HTML Scheduler

Timecard

Scheduling Plan



Countries

Dayforce Time Timesheet Enables Timesheet in Work. ✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Availability Assign the Availability feature to display the Availability section in the actions list. ✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time SchedulesEnables the Calendar feature, where users can view their scheduled shifts, worked shifts, attendance incidents,

availability, and time away from work, all in one convenient location.✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Timecard

When employees punch in and out for their shifts, meals and breaks, the application records the information and

can display the records on the employee's timecard. Employees can then review this information on their actual

worked hours by viewing their timecard. Assign the Timecard feature to enable the Timecard panel in Work.

✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Time AwayAssign the Time Away feature to display time away from work in Calendar, including the ability to create new

requests.✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Time ClockDayforce can be configured so that employees can punch in to work through the application; assign the Time Clock

feature to enable the Time Clock pane in Work.✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Schedule Bidding (discontinued)The application can be configured to support schedule bidding, which allows employees to bid on schedules based

on templates created by system administrators, managers or other appropriate users with access. ✓

Dayforce Time Attendance

Users can view information on their time and attendance records and any violations that they may have

accumulated against the organization's related policies; the Attendance pane displays the information in a calendar

and a scorecard. Assign the Attendance feature to enable the Attendance pane in Work.

● ✓ ● ✓ ✓ ●

Dayforce Time CalendarThe Calendar feature enables the Calendar where users can view their scheduled shifts, worked shifts, attendance

incidents, availability, and time away from work, all in one convenient location.✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Time Clock The Time Clock feature to enable the Time Clock where users record their worked time by performing punches. ✓ ✓ ✓ ✓ ✓ ✓


feature links the existing controls in the application to the workflow.✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Time Away ListThe Time Away List feature enables the Time Away List where users can view, edit, and create time away from work

requests.✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Timesheet

The Timesheet feature assigns the Timesheet feature of the mobile app, which allows users to view their weekly

timecard from their mobile device. The feature displays the number of hours users were scheduled to work, and

provides a record of shifts and pay adjustments for each week. Users can view shift details by tapping the Edit

button to access the shift details; from the detailed view, users with the appropriate access can view, add, edit, and

delete punches, shift information, and pay adjustments.

✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Shift Details Allows users to view shift details in a slide-out panel within the calendar view. ✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Disable Balance Display ConversionWhen the Disable Balance Display Conversion feature is enabled, the application displays balances in the Employee

Timesheet using the primary display format, rather than the alternate format defined in Pay Setup.✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Break attestation The break attestation feature allows employees' to specify if they did not take a break during their shift. ● ● ● ● ✓ ●

Dayforce Time Copy from default Assign this feature to allow users to create new timesheets by copying the default timesheet. ✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Copy from previous Assign this feature to allow users to create new timesheets by copying the previous timesheet (including its details). ✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Display Schedules Assign this feature to allows users to view the schedule in the timesheet. ✓ ✓ ● ✓ ✓ ●

Dayforce Time Manually Link and Unlink Schedules Assign this feature to allow users to manually link and unlink worked time with scheduled shifts. ✓ ✓ ● ✓ ✓ ●

Dayforce Time View Balances Assign this feature to allows users to view balances in the timesheet. ✓ ✓ ● ✓ ✓ ●

Dayforce Time View Pay Summary Assign this feature to allows users to view pay summaries in the timesheet. ● ✓ ● ✓ ✓ ●

Dayforce Time Submit Assign this feature to allow users to submit the timesheet. ✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Favorite Set Assign this feature to allow users to create favorites. ✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Approve Assign this feature to allow users to approve their employees' timesheets. ✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Unapprove Assign this feature to allow users to unapprove their employees' timesheets. ✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Copy employee Assign this feature to allow users to copy data between employees. ✓ ✓ ✓ ✓ ✓ ✓

Work-setup

Work - employee self service

Work - Timesheet



Countries

Dayforce Time Approve The Approve feature allows users to approve their timesheets from Work > Calendar ✓ ✓ ✓ ✓ ✓ ●

Dayforce Time Unapprove The Unapprove feature allows users to unapprove their timesheets. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Time Copy from default The Copy from Default feature allows users to create new timesheets by copying the default timesheet. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Time Display Schedules The Display Schedules feature allows users to view the schedule in the timesheet. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Time Manually Link and Unlink Schedules The Manually Link and Unlink Schedules allows users to manually link and unlink worked time with scheduled shifts. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Time Copy from previousThe Copy from previous feature allows users to create new timesheets by copying the previous timesheet (including

its details).✓ ✓ ✓ ✓ ✓ ●

Dayforce Time SubmitThe Submit feature allows users to submit and lock their timesheets in the timesheet shift details view in Work >

Calendar.✓ ✓ ✓ ✓ ✓ ●

Dayforce Time Favorite Set Allows employees to create favorite sets. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Time View Balances The View Balances feature allows users to view their balances in the timesheet. ✓ ✓ ● ✓ ✓ ●

Dayforce Time View Pay Summary The View Pay Summary feature allows users to view their pay summaries in the timesheet. ● ✓ ● ✓ ✓ ●

Dayforce Time View Payday

The View Payday option displays paydays in Work > Calendar in the View Options slide-out panel. When this

checkbox is selected, users can open the View Options slideout panel in Work > Calendar and enable the Show

payday option

● ✓ ● ✓ ✓ ●

Dayforce Time Authorize on Shift Details PageThe Authorize on Shift Details Page feature allows users to authorize and unauthorize shifts from the punch

timesheet view shift details slide-out panel in Work > Calendar.✓ ✓ ✓ ✓ ✓ ●

Dayforce Time Employee TimesheetThe Employee Timesheet feature allows users to view their duration timesheet when they select View shift details in

the action list. If a user is not assigned this role feature, they punch timesheet opens instead.✓ ✓ ✓ ✓ ✓ ●

Dayforce Time TasksThe Tasks option displays tasks in Calendar in the View Options slide-out panel, such as show attendance incidents,

shift trading options, scheduled activities, and so forth.✓ ✓ ✓ ✓ ✓ ●

Dayforce Time Reports The Reports option enables the Reports button in Calendar, which provides access to reports. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Time View Pay Summary The View Pay Summary option allows users to view their pay summaries in the timesheet. n/a n/a n/a n/a n/a n/a

Dayforce Time Duration TimesheetThe Duration Timesheet feature allows users to view their duration timesheet when they select View shift details in

the action list in Work > Calendar.n/a n/a n/a n/a n/a n/a

Dayforce Time My AttendanceThe Attendance feature displays the Attendance option in the actions list in Calendar, allowing users to view their

scorecard.● ✓ ● ✓ ✓ ●

Dayforce Time Calendar Daily ViewThe Calendar Daily View option enables the Day View in Calendar, which displays a daily calendar with the highest

level of detail available in any of the views, with worked time and scheduled time side-by-side.✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Calendar Weekly ViewThe Calendar Weekly View option enables the Weekly View in Calendar, which displays more detail than the Month

View, but less detail than the Day View.✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Calendar Rolling week viewThe Calendar Rolling Week View option enables the Weekly View in Calendar and displays a rolling set of days from

current day.✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Calendar Monthly ViewThe Calendar Monthly View option enables the Month View in Calendar, which displays the calendar for the entire

month, with the lowest level of detail of all of the view options.✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time View Raw Punches The View Raw Punches option displays the View Actual Punches section when users view shift details in Calendar. ✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Shift Trades The Shift Trades option allows users to trade shifts in Calendar. ✓ ✓ ● ✓ ✓ ●

Dayforce Time My Time Off The Time Off option displays time away from work in Calendar, including the ability to create new requests. ✓ ✓ ● ✓ ✓ ●

Dayforce Time My AvailabilityThe Availability option displays the Availability section in the actions lists, such as applying default availability, copy

availability from a previous period, copy availability from a template, and edit availability.✓ ✓ ● ✓ ✓ ●

Work-Calendar - Duration

Timesheet

Work - Calendar



Countries

Dayforce Time Approval Request

When users update their availability, a request is sent to their manager(s) for approval. While the update is in

pending status, users with this feature enabled can cancel their request before it is approved. Assign the Approval

Request feature to enable the Cancel Pending Request option in the edit actions drop-down list of Availability.

✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Edit Weekly Availability

Users can edit their availability for a specific period, overriding the default availability for the affected period. Assign

the Edit Availability for This Period feature to enable the Edit Availability for This Period option in the edit actions

drop-down list of Availability.

✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Edit Default AvailabilityUsers can edit their availability, to change it permanently from the edited week forward. Assign the Edit Default

Availability feature to enable the Edit Default Availability option in the edit actions drop-down list of Availability.✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Apply Default Availability

When editing their availability, users may sometimes want to remove some specific availability and return to their

default for the week; assign the Apply Default Availability feature to enable the Use Default Availability for This

Week option in the edit actions drop-down list of Availability.

✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Copy Availability From Previous Week

When updating their availability, users can copy the availability of a configured period to the following period; assign

the Copy Availability From Previous Period feature to enable the Copy from Previous Period option in the edit

actions drop-down list of Availability.

✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Copy Availability From Template

Users can copy a set of availability times to a template to quickly apply the same availability to different weeks;

assign the Copy Availability From Template feature to enable the Copy from Template and Copy to Template options

in the edit actions drop-down list of Availability.

✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time AvailabilityHelpAssign the AvailabilityHelp option to a user role to enable the online help for Availability. The AvailabilityHelp

feature enables the blue help icon at the right of the Availability panel.✓ ✓ ● ✓ ✓ ●

Dayforce Time Payroll ReportsThe Payroll Reports feature enables the Reports button in the Pay Admin Checklist. There are three reports that can

be enabled, the Pay Delta Report, Pay Summary report, and the Pay Export Report.● ✓ ● ✓ ✓ ●

Dayforce Time Offcycle TransmitThe Offcycle Transmit feature enables the Offcycle Payroll Export Wizard, accessed through the Offcycle button in

the Pay Admin Checklist panel.● ✓ ● ✓ ✓ ●

Dayforce Time Fix Problem Punches

Users with the Fix Problem Punches feature assigned can click a link on the Pay Admin Checklist to open the

timesheet, where they can fix problem punches during the pay period. For the link to work, the role will also need

the Timesheets feature enabled.

✓ ✓ ● ✓ ✓ ●

Dayforce Time View Pay Summary Report

The View Pay Summary Report feature enables the user to run and view the Pay Summary Report, which reports on

payroll data for the user's location. The Pay Summary Report is run by selecting the report icon next to the relevant

pay period.

● ✓ ● ✓ ✓ ●

Dayforce Time Transmit to PayrollUsers with the Transmit to Payroll feature enabled can transmit payroll data from Dayforce to a payroll application.

This feature should be assigned to any role that has been assigned the Pay Admin Checklist.✓ ✓ ● ✓ ✓ ●

Dayforce Time Calculate PayAssign the Calculate Pay feature to display the Calculate Pay column in Day > Pay Admin Checklist, which allows

users to recalculate pay for specific locations● ✓ ● ✓ ✓ ●

Dayforce Time Close Pay by CalendarAssign the Close Pay by Calendar feature and the application displays pay close periods beneath the payroll transmit

period, and the Close Pay button, in the Pay Admin Checklist.● ✓ ● ✓ ✓ ●

Dayforce Time Reconcile Pay Calendar

The Reconcile Pay Calendar feature allows you can reconcile pay group calendars for current and past non-

transmitted pay periods. For example, if a new manager is assigned to a group of employees in the middle of a pay

period, the pay group calendars for these employees need to be reconciled to the new manager.

● ✓ ● ✓ ✓ ●

Dayforce Time Sync Pay Changes

The Sync Pay Changes feature enables the Sync Pay Changes button in Day > Pay Admin Checklist. When any of the

following values in HR > Status are modified for an employee, you can click the Sync Pay Changes button to

recalculate the employee's pay.

● ✓ ● ✓ ✓ ●

Work - My Availability

Pay Admin Checklist



Countries

Dayforce Time Use Pay Group FilterThis sub-feature enables the Pay Group drop-down list in the Pay Approve Checklist toolbar. In addition to the

default filter, which sorts by pay period start and end offset, users can further filter the list based on pay group.✓ ✓ ● ✓ ✓ ●

Dayforce Time Pay Summary Report

The Report feature enables the user to run and view the Pay Summary Report, which displays the payroll data of the

user's employees, and how much employees earned in regular pay, overtime and the other pay categories your

organization tracks.

● ✓ ● ✓ ✓ ●

Dayforce Time Fix Problem Punches

Users with the Fix Problem Punches feature configured can click a link on the Pay Approve Checklist to open the

timesheet, where they can fix problem punches during the pay period. For the link to work, the role will also need

the Timesheets feature enabled.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Calculate Pay

The Calculate Pay feature enables the Calculate column in the Pay Approve Checklist panel in Day. Users can click

the button to calculate the selected pay period and ensure the accuracy of pay rules, overtime, shift premiums, and

more.

● ✓ ● ✓ ✓ ●

Dayforce Time Time Bank Balances Balance Payout Request Enable the Balance Payout Request feature to allow employees to request a payout of their banked overtime hours. ● ✓ ● ✓ ✓ ●

Dayforce Time Time Clock Use Server Time

Select and the clock is configured to attempt to use the application server's time when recording punch times; when

an employee performs a punch at the clock, the application uses the time zone of the employee's scheduled

location, if scheduled, or their primary location, if unscheduled, to convert the time if the server's time zone differs.

✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Time Off Coverage Tool Disable Filters

Enable this feature and the application does not filter the list of employees by their department and job for the

coverage information. Instead, clicking the Coverage button brings up information on the entire staff at the specified

location.

✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Favorites DefinitionProvides users with access to the view configuration options in Time Review. Using the view configuration options,

users can modify the view in Time Review and save their favorite views from the View tab in the Load panel.✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Timesheet Assign this feature to allow users to open employee timesheets in the employee timesheet slide-out in Time Review ✓ ✓ ● ✓ ✓ ●

Dayforce Time Time Review Reports Allows users to access time reports in Time Review. ✓ ✓ ● ✓ ✓ ●

Dayforce Time Attendance Roll Call ReportThe Attendance Roll Call Report generates a list of your employees scheduled to work today, with their phone

numbers displayed.✓ ✓ ● ✓ ✓ ●

Dayforce Time Department Hours ReportThe Hours by Department Report summarizes the labor cost billed against each department, in both hours and

wages.✓ ✓ ● ✓ ✓ ●

Dayforce Time Pay Detail Report The Pay Detail Report summarizes employee pay details for a day, week, or specified date range. ✓ ✓ ● ✓ ✓ ●


The Pay Summary Report displays the payroll data of a location's employees — how much employees earned in

regular pay, overtime, or any other pay categories the organization tracks. It displays this information in wages and

in the amount of hours employees worked in each pay category.✓ ✓ ● ✓ ✓ ●

Dayforce Time Unauthorized Records Report The Unauthorized Records Report displays a list of employees with unauthorized pay details. ✓ ✓ ● ✓ ✓ ●

Dayforce Time Projected Hours ReportThe Projected Hours Report returns the number of hours employees are projected to work. This report is useful

midweek to help determine how many employees are likely to work into overtime.✓ ✓ ● ✓ ✓ ●

Dayforce Time Timesheet Audit ReportThe Timesheet Audit Report returns a listing of the changes made to a location's time and attendance records within

Dayforce. The application tracks changes to punches, meals and breaks, and pay adjustments.✓ ✓ ● ✓ ✓ ●

Dayforce Time Pay Category Hours ReportThe Pay Category Hours Report summarizes the organization's pay information, by pay category. The report returns

how many hours were paid out against different pay categories, such as double overtime or holiday pay.✓ ✓ ● ✓ ✓ ●

Time Review Reports

Time Review

Pay Approve Checklist



Countries

Dayforce Time Employee Pay Summary Report

The Employee Pay Summary Report returns pay information for multiple locations at once. Depending on your

access, the report can be run for the entire organization, a region, district, or specific location, and will summarize

the pay information for all the location(s) selected.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Pay Delta Report

The Pay Delta Report summarizes any retroactive pay adjustments that have been made for a pay period. The report

compares an employee's time and pay before and after the retroactive adjustments were made, and then provides

the delta, calculating the difference between them.

● ✓ ● ✓ ✓ ●

Dayforce Time Comments ReportThe Comments Report displays any comments employees or managers have made on timesheets, as well as pay

details from the day with the comments.✓ ✓ ● ✓ ✓ ●

Dayforce Time Inactivity Report

The Payroll Inactivity Report lists any employees with inactive payroll statuses and when they were last paid. It lists

employees who are inactive for any reason, whether they are on a leave of absence, terminated, or inactive for

some other reason.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Punch Exception Report

When employees punch in or out for work, and record their breaks, the application compares the punches to their

scheduled times, and any differences, such as an employee punching in earlier than they were scheduled, are

considered exceptions. The Punch Exception Report summarizes all these exceptions and groups them by zone,

department, job, or employee.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Employee Punch ReportThe Employee Punch Report summarizes employee punches and worked time; the report lists who punched in and

out for work, and when, during the selected time period.✓ ✓ ● ✓ ✓ ●

Dayforce Time Employee Transfer Report

The Employee Transfer Report displays a list of the employees who have recorded "location transfers" in their time

and attendance records. Employees record transfers when they work in a location other than their home location, in

order to record their hours against the correct location. The report displays employees transferring out of the

specified location for a shift and employees from other locations transferring into the specified location for a shift.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Approaching FT Report The Approaching FT Report returns a list of employees who have averaged a specified number of hours. ✓ ✓ ● ✓ ✓ ●

Dayforce Time Missing Pay Records Report

The Missing Pay Records Report returns a list of employees who are potentially missing pay; the application reports

on any employee who recorded worked time by punching in and out for work, or who should be automatically paid

by the application for their scheduled time (typically salaried employees), and were not paid. It also checks for

approved pay adjustments, like commission pay outs, bonuses, or other premiums, that an employee earned but for

some reason was not paid for.

● ✓ ● ✓ ✓ ●

Dayforce Time Department Hours Pay Summary ReportThe Department Hours Pay Summary Report summarizes the labor cost billed against each department in both hours

and wages; it also distinguishes between total hours and paid hours.● ✓ ● ✓ ✓ ●

Dayforce Time Raw Punch Report

The Raw Punch Report generates a listing of employees’ raw punch times for when they punched in, punched out,

and took any meals or breaks, and compares them to the rounded value stored in their time and attendance records

and displayed on the timesheets. If the employee was working a scheduled shift, the report also lists their scheduled

times.

● ✓ ● ✓ ✓ ●

Dayforce Time Schedule VS Actual Shift Report

The Schedule VS Actual Shift Report is used to compare the duration of employees' worked shifts with their

scheduled duration. When generated, the report shows the employee's scheduled and actual durations, as well as

their scheduled paid and actual paid durations.

✓ ✓ ● ✓ ✓ ●

Time Review Reports



Countries

Dayforce Time Time Review Reports Employee Attendance Incidents Report

The Employee Attendance Incidents Report lists the attendance management incidents and violations a selected

employee has incurred, along with the number of points associated with each incident and the date on which it

occurred. At the bottom of the report, the application prints signature lines for the employee and their manager.

● ✓ ● ✓ ✓ ●

Dayforce Time Break Attestation The break attestation feature allows employees to specify if a break was not taken during their shift. ● ● ● ● ✓ ●

Dayforce Time View raw punches The View Raw Punches feature enables the Punches panel, which displays the raw punch data for the employee. ✓ ✓ ● ✓ ✓ ●

Dayforce Time View raw punches- view punch pictureThe View Raw Punches feature enables the Punches panel, which displays the raw punch data and the punch picture

of the employee.✓ ✓ ● ✓ ✓ ●

Dayforce Time Search by EmployeeEnable the Search by Employee feature to allow users to load timesheets by employee for a specific pay group and

pay period, without having to select a location first.✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Import Panel

With the Import Panel feature enabled, the application displays the Import button in Timesheets, which allows

users to import CSV and XML pay adjustments directly in the timesheet. When users click the Import button, the

application displays the Import panel.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Clear Facial Verification Failure

With the Clear Facial Verification Failure feature enabled, the application displays the Clear Facial Verification

Failures button in Timesheets. Managers (or other users with necessary access) can use this button to clear

biometric failures from the timesheet.

✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time View Punch PictureEnable this feature and the application displays the pictures that the Dayforce Touch Clock captures in the Punches

panel.✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Clear Bio FailureWith the Clear Bio Failure feature enabled, the application displays the Clear Bio Failures button in Timesheets.

Managers (or other users with necessary access) can use this button to clear biometric failures from the timesheet.✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Calculate Net PayWith this feature enabled, the application runs the payroll engine to calculate employees' net pay each time you

save the timesheet. ✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time View raw punches - View Punch PictureWhen the View Punch Picture feature is enabled, punch pictures are displayed on the Punches panel for employees

that use the Dayforce Touch Clock with picture capture.✓ ✓ ● ✓ ✓ ●

Dayforce Time Shift TradesAssign the Shift Trades feature to allow users to trade shifts in Calendar. When this checkbox is selected, the actions

list displays the Shift trade option.n/a n/a n/a n/a n/a n/a

Dayforce Time Selected Org FilterEnable the Selected Org Filter feature to allow users to filter timesheets by the location selected in the org picker.

This is useful when employees work shifts at more than one location.✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time View Balances

The View Balances feature enables the Balances panel, which displays information about an employee's balances;

balances are used to track employee benefits, such as vacation time, sick, and personal days within the application

so that as employees record their time or make time away from work requests, the appropriate benefit is deducted

automatically.

✓ ✓ ● ✓ ✓ ●

Dayforce TimeView balances - Enable Balance Display

Conversion

When the Enable Balance Display Conversion feature is enabled, the application displays the alternative display

format. The balance (s) can be configured with a different formula, which determines the way the balance is

calculated from the stored value, or a different format, which determines the way the balance is displayed.

✓ ✓ ● ✓ ✓ ●

Timesheets



Countries

Dayforce Time TimeSheet Transfers from Shift

The transfer controls on the timesheet record transfers, used when employees switch between locations, positions,

or dockets, so that an employee's time is tracked properly. Assign the TimeSheet Transfers from Shift feature to

enable the transfer controls parameters on employees' shifts in Timesheets.

✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time TimeSheet Transfer Control

Enable the TimeSheet Transfer Control feature to allow employees to create transfers on the timesheet when they

switch

between locations, positions, or dockets, so that their time is tracked properly.

✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time ReportsThere are several timesheet reports that can be run by users with access; assign the Reports feature to enable the

Reports button in Timesheets.✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time View Pay Summary The application records pay information for each employee based on the time and any pay adjustments recorded on

the timesheet. Assign the View Pay feature to enable the View Pay pane in Timesheets.✓ ✓ ● ✓ ✓

Dayforce TimeView pay summary - Show and Group by

Calculation Period

The Show and Group by Calculation Period feature enables the View Pay pane to display the date range of

calculation periods. For example, a biweekly overtime period can span two semi-monthly pay periods; assign this

feature, and the application displays all start and end dates for the intersecting periods, making it easier for users to

identify pay periods.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Shift RotationsAssign the Shift Rotations feature to display on the timesheet which shift rotation an employee was scheduled to

work.✓ ✓ ● ✓ ✓ ●

Dayforce Time Extended Tardy Processing

The application can be configured with tardy rules that track when employees leave or arrive early or late. Assign the

Extended Tardy Processing feature to the user role(s) responsible for approving late or early punches and assigning

resolution codes to the associated time.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Meal Waivers

Enable the Meal Waivers feature to allow managers to waive meal breaks that employees are entitled to but did not

take, from the timesheet. Waiving meals can impact pay, depending on the pay rules configured in your instance of

the application. Enable this feature if your organization needs to track meal waivers for payroll purposes.

● ✓ ● ● ✓ ●

Dayforce Time View Attendance

The application can be configured with attendance policies, which determine the incident types that can contribute

to an employee’s attendance record, what grades employees can be placed in and how, as well as what violations

the policy uses, and what grades and point thresholds cause the violations to occur. Assign the View Attendance

feature to the user role(s) that review attendance issues when viewing a location's timesheets. Selecting this feature

enables the Attendance pane in Timesheets.

● ✓ ● ✓ ✓ ●

Dayforce Time Timesheet Authorize

Once the worked shifts on the timesheet accurately represent the times employees worked and the pay details are

correct, users can authorize them to record their agreement; assign the TimeSheet Authorize feature to the user

role(s) responsible for authorizing timesheet records.

✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Timesheet Unauthorize

If the associated authorize functionality is enabled (for more information, refer to TimeSheet Authorize on page

2953., changes made to the timesheet after it has been authorized may require the information to be unauthorized.

Assign the TimeSheet Unauthorize feature to the user role(s) responsible for unauthorizing timesheet records;

selecting this feature enables the Unauthorize button in Timesheets.

✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Start Time EntryThis sub-feature enables the Start Time Entry bar within the Manager Duration Timesheet. Assign this sub-feature to

allow the user role(s) responsible to specify a start time for an employee’s day.✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Copy from TemplateAssign this sub-feature to allow the user role(s) responsible to copy and use information from existing templates in

the currently loaded week.✓ ✓ ✓ ✓ ✓ ✓

Timesheets



Countries

Dayforce Time Timesheets Copy to TemplateAssign this sub-feature to allow the user role(s) responsible to copy and save a recorded week’s information as a

template.✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Department Hours Pay Summary ReportThe Department Hours Pay Summary Report summarizes the labor cost billed against each department in both hours

and wages; it also distinguishes between total hours and paid hours.✓ ✓ ● ✓ ✓ ●





● ✓ ● ✓ ✓ ●

Dayforce Time Schedule VS Actual Shift Report

The Schedule VS Actual Shift Report is used to compare the duration of employees' worked shifts with their

scheduled duration. When generated, the report shows the employee's scheduled and actual durations, as well as

their scheduled paid and actual paid durations.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Employee Attendance Incidents Report

The Employee Attendance Incidents Report lists the attendance management incidents and violations a selected

employee has incurred, along with the number of points associated with each incident and the date on which it

occurred. At the bottom of the report, the application prints signature lines for the employee and their manager.

● ✓ ● ✓ ✓ ●

Dayforce Time Raw Punch Report

The Raw Punch Report generates a listing of employees’ raw punch times for when they punched in, punched out,

and took any meals or breaks, and compares them to the rounded value stored in their time and attendance records

and displayed on the timesheets. If the employee was working a scheduled shift, the report also lists their scheduled

times.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Pay Category Hours ReportThe Pay Category Hours Report summarizes the organization's pay information, by pay category. The report returns

how many hours were paid out against different pay categories, such as double overtime or holiday pay.✓ ✓ ● ✓ ✓ ●





✓ ✓ ● ✓ ✓ ●

Dayforce Time Projected Hours ReportThe Projected Hours Report returns the number of hours employees are projected to work. This report is useful

midweek to help determine how many employees are likely to work into overtime.✓ ✓ ● ✓ ✓ ●

Dayforce Time Approaching FT ReportThe Approaching FT Report returns a list of employees who have averaged a specified number of hours. This is useful

to report on part-time employees who are approaching or have worked full-time hours.✓ ✓ ● ✓ ✓ ●

Dayforce Time Missing Pay Records Report

The Missing Pay Records Report returns a list of employees who are potentially missing pay; the application reports

on any employee who recorded worked time by punching in and out for work, or who should be automatically paid

by the application for their scheduled time (typically salaried employees), and were not paid. It also checks for

approved pay adjustments, like commission pay outs, bonuses, or other premiums, that an employee earned but for

some reason was not paid for.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Timesheet Audit ReportThe Timesheet Audit Report returns a listing of the changes made to a location's time and attendance records within

Dayforce. The application tracks changes to punches, meals and breaks, and pay adjustments.✓ ✓ ● ✓ ✓ ●

Dayforce Time Attendance Roll Call ReportThe Attendance Roll Call Report generates a list of your employees scheduled to work today, with their phone

numbers displayed.✓ ✓ ● ✓ ✓ ●

Dayforce Time Department Hours ReportThe Hours by Department Report summarizes the labor cost billed against each department, in both

hours and wages.✓ ✓ ● ✓ ✓ ●

Dayforce Time Comments ReportThe Comments Report displays any comments employees or managers have made on timesheets, as well as pay

details from the day with the comments.✓ ✓ ● ✓ ✓ ●

TimeSheet Reports



Countries

Dayforce Time Pay Detail Report

The Pay Detail Report summarizes the pay details of your location's employees for a day, week, or date range you

specify. It lists the amount of time employees work, recorded against different pay codes and categories, as well as

the various pay rates they earn and how much they are paid each day.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Inactivity Report

The Payroll Inactivity Report lists any employees with inactive payroll statuses and when they were last paid. It lists

employees who are inactive for any reason, whether they are on a leave of absence, terminated, or inactive for

some other reason.

✓ ✓ ● ✓ ✓ ●


The Pay Summary Report displays the payroll data of a location's employees — how much employees earned in

regular pay, overtime, or any other pay categories the organization tracks. It displays this information in wages and

in the amount of hours employees worked in each pay category.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Punch Exception Report

When employees punch in or out for work, and record their breaks, the application compares the punches to their

scheduled times, and any differences, such as an employee punching in earlier than they were scheduled, are

considered exceptions. The Punch Exception Report summarizes all these exceptions and groups them by zone,

department, job, or employee.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Unauthorized Records Report

The Unauthorized Records Report displays a list of employees with unauthorized pay details; these can be records

on the timesheet, such as a worked, unscheduled shift, that have not been authorized by a manager. Or, the report

can display records that the employees have not authorized on their timecard.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Employee Punch ReportThe Employee Punch Report summarizes employee punches and worked time; the report lists who punched in and

out for work, and when, during the selected time period.✓ ✓ ● ✓ ✓ ●

Dayforce Time Employee Transfer Report

The Employee Transfer Report displays a list of the employees who have recorded "location transfers" in their time

and attendance records. Employees record transfers when they work in a location other than their home location, in

order to record their hours against the correct location. The report displays employees transferring out of the

specified location for a shift and employees from other locations transferring into the specified location for a shift.

✓ ✓ ● ✓ ✓ ●

Dayforce Time Schedule Shift Rotation VS Actual Shift ReportThe Schedule Shift Rotation vs Actual Shift Report compares the shifts that an employee was intended to work with

the actual days that they worked.✓ ✓ ● ✓ ✓ ●





● ✓ ● ✓ ✓ ●





✓ ✓ ● ✓ ✓ ●

Dayforce Time Balancing Report Enables the Balancing Report in Timesheets. ✓ ✓ ● ✓ ✓ ●

Dayforce Time Overtime Report Enables the Overtime Report in Timesheets. ✓ ✓ ● ✓ ✓ ●

Dayforce Time Aggregated Pay Summary Report Enables the Aggregated Pay Summary Report in Timesheets. ✓ ✓ ● ✓ ✓ ●

Dayforce Time Approaching FT Report This feature displays the user's selected parameters for running the report in the header. ✓ ✓ ● ✓ ✓ ●

Dayforce Time Cost Center Summary Report Enables the Cost Center Summary Report in Timesheets. ✓ ✓ ● ✓ ✓ ●

Dayforce Time Summary By Time Code Report Enables the Summary by Time Code Report in Timesheets. ✓ ✓ ● ✓ ✓ ●

Dayforce Time Department Hours Pay Summary ReportThe Department Hours Pay Summary Report summarizes the labor cost billed against each department, in both

hours and wages, and distinguishes between total hours and paid hours.✓ ✓ ● ✓ ✓ ●

TimeSheet Reports



Countries

Dayforce Time Daily Summary Report Enables the Daily Summary Report in Timesheets. ✓ ✓ ● ✓ ✓ ●

Dayforce Time Corporate Pay Summary Report Enables the Corporate Pay Summary Report in Timesheets. ✓ ✓ ● ✓ ✓ ●

Dayforce Time Time Card Exceptions Report Enables the Time Card Exceptions Report in Timesheets. ✓ ✓ ● ✓ ✓ ●

Dayforce Time Pay Export Report

The Pay Export Report outputs the same information that is in your organization's pay export file, pay information

organized and sorted by location or employee number, for example, to a PDF report. You can use this report to

review what information is being sent by Dayforce to your organization's payroll application. Select this feature to

enable the Pay Export Report in the Reports drop-down list.

✓ ✓ ✓




the delta, calculating the difference between them. Select this feature to enable the Pay Delta Report in the Reports

drop-down list.

✓ ✓ ✓

Dayforce Time Operating KPIs HelpAssign the Operating KPIs Help option to a user role to enable the online help for Operating KPIs.

✓ ✓ ● ✓ ✓ ●

Dayforce Time KPI ReportEnables the KPI Report. Run the KPI Report to review a summary report on your organization's performance in each

of its key performance indicators (KPIs). The report can be run for a single location, a district or region, or the entire

organization, depending on your level of access

✓ ✓ ● ✓ ✓ ●

Dayforce Time Import fixed schedules templatesFixed templates when configured allow users to associate the pre-defined shift definitions with the positions and

their applicable counts for each day. The templates once configured can be assigned to a location for picking under

schedules

✓ ✓ ● ✓ ✓ ●

Dayforce Time Import/Export ScheduleTemplatesWith the Import/Export Schedule Templates feature assigned, users can create and apply templates. Assign this

feature and the application displays the Schedule Templates (Multiple) and Schedule Type Templates (Single) tabs

on the Templates panel in Schedules.

✓ ✓ ● ✓ ✓ ●

Dayforce TimeMobile ESS Calendar (former

Schedule)Shift Trades

The Shift Trades feature allows users to trade shifts in their calendar using their mobile device.✓ ✓ ● ✓ ✓ ●

Dayforce Time Employee Calendar Shift Trades The Shift Trades feature allows users to trade shifts in their calendar. ✓ ✓ ● ✓ ✓ ●

Dayforce Time Multi week calendar Multi week calendarThe multi week calendar feature provides the ability to view employee vacation, and schedules (fixed shift) for a 5

week timeframe.✓ ✓ ● ✓ ✓ ●

Dayforce Time Task management The Task Management feature provides the ability to create, update, delete task information in the application. ✓ ● ● ● ● ●

Dayforce Time Task set upThe Task setup feature provides the ability to define Productivity standards, task categories, task group security, task

groups, task index templates, task phases and task templates✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Tasks Checklist Tasks Checklist

The application can be configured to support task management; the Tasks Checklist feature enables the Tasks

Checklist in Day, through which users can view information on, assign employees (for non-labor impacting tasks) ,

and update tasks. Task Management requires additional configuration through Tasks; these feature(s) must be

assigned to the appropriate users that will perform the setup.

✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Task Planning Calendar Task Planning CalendarThe Task Planning Calendar feature is used to create plans for how locations will complete labor-impacting tasks.

Assign this feature to enable the Task Planning Calendar pane in Day.✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Pay setup Pay setup

Configure parameters for features such as:

Attendance, Balances, Base rate sets, entitlements, holiday group & types, Incentive, job rates, minimum wages,

multi approval, pay category, category group, pay code & code group, Pay group, pay policy, pay holidays, period

authorization policy, punch policy & tips.

✓ ✓ ✓ ✓ ✓ ✓

Import

TimeSheet Reports

Payroll Reports

Tasks

Operating KPIs



Countries

Dayforce Time Tip Type

Tip types are used to identify the different kinds of tips employees can record, such as cash tips or tips received on

credit cards. Within each tip type, you can configure the pay code that it uses, as well as any transaction fees

associated with it.

● ✓ ● ● ✓ ●

Dayforce Time Tip Type Group

Tip type groups allow you to group employee work assignments based on the type of tips employee can record

when working that job. For example, some servers might be able to record both credit card and cash tips, while

others can only record cash tips.

● ✓ ● ● ✓ ●

Dayforce Time Project ClientThe Project Client feature enables the Project Client tab in Org Setup > Labor Metrics; assign this sub-feature to the

user role(s) responsible to track and maintain client projects.✓ ✓ ● ✓ ✓ ●

Dayforce Time Project PhaseThe Project Phase feature enables the Project Phase tab in Org Setup > Labor Metrics; assign this sub-feature to the

user role(s) responsible to track and manage project progress.✓ ✓ ● ✓ ✓ ●

Dayforce Time Project TypeThe Project Type feature enables the Project Type tab in Org Setup > Labor Metrics; assign this sub-feature to the

user role(s) responsible to classify the organization’s projects.✓ ✓ ● ✓ ✓ ●

Dayforce Time Project ModuleThe Project Module enables the Project Module tab in Org Setup > Labor Metrics; assign this sub-feature to the user

role(s) responsible to more intricately track and manage projects as they relate to project groups.✓ ✓ ● ✓ ✓ ●

Dayforce Time Project GroupThe Project Group feature enables the Project Group tab in Org Setup > Labor Metrics; assign this sub-feature to the

user role(s) responsible to track and manage projects as they relate to project groups.✓ ✓ ● ✓ ✓ ●

Dayforce Time Attendance Enables the Attendance ad hoc report category. ● ✓ ● ✓ ✓ ●

Dayforce Time Time Away Enables the Time Away ad hoc report category. ✓ ✓ ● ✓ ✓ ●

Dayforce Time PPACA Enables the PPACA ad hoc report category. n/a n/a n/a n/a ✓ n/a

Dayforce Time Entitlements & Balances Enables the Entitlements & Balances ad hoc report category. ✓ ✓ ● ✓ ✓ ●

Dayforce Time Pay Enables the Pay ad hoc report category. ● ✓ ● ✓ ✓ ●

Dayforce Time Punches Enables the Punches ad hoc report category. ✓ ✓ ● ✓ ✓ ●

Dayforce Time Schedule changeContains schedule changes made during or shortly before or after a shift starts. Includes schedule, employee and

manager information✓ ✓ ● ✓ ✓ ●

Dayforce Time Schedule change auditContains a history of schedule changes made during or shortly before or after a shift starts. Includes current

schedule, employee and manager information✓ ✓ ● ✓ ✓ ●

Dayforce Time Operation View Operation View

The Operation view displays a table of the user's location's Key Performance Management Indicators (KPIs).

Displays a table and graph of the user's location's Key Performance Management Indicators (KPIs) and is used to give

a quick glance at the location's Performance Management.

Dayforce supports configurable views of key Performance Management indicators (KPIs) through any number of

'dashboards' that present weekly views of specified KPIs. The KPI data can be presented in charts and bar or line

graphs that are viewed in the Operation View.

✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Plan Admin Checklist Plan Admin Checklist

Enables Plan Admin Checklist, which allows above-store managers (or other users with necessary access) to track

when store managers complete plan-related tasks such as forecasting their plans, publishing their plans, submitting

their schedules, approving their schedules, and posting their schedules.

✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Punch Auditing Punch Auditing

The Punch Auditing feature allows managers to review the pictures that the Dayforce Touch Clock captured with

employee punches. The application displays information about the employee's punch along with the picture that

was captured at the clock, and the employee's stock photo. Managers can then compare the two pictures to ensure

that employees performed their own punches.

✓ ✓ ✓ ✓ ✓ ✓

Dayforce Time Mobile Org Structure Mobile Org Structure Users can review available mobile org addresses and schedule them accordingly. ✓ ✓ ✓ ✓ ✓ ✓

Reporting - Plan & Schedules

Labor Metrics

Reporting - Time & Attendance

Tips



Countries

Dayforce Assistant Check time away from work balance This feature allows users to ask Dayforce via text or speech what their entitlement balances are. ● ● ● ● ● ●

Dayforce Assistant Make time away from work requestsThis feature allows users to ask Dayforce via text or speech to make time away from work requests. Uses can dictate

the dates they want to take off.● ● ● ● ● ●

Dayforce Assistant Cancel time away from work requests This feature allows users to ask Dayforce via text or speech to cancel any time off requests they have. ● ● ● ● ● ●

Dayforce Assistant Action time away from work requestsThis feature allows managers or any users who have direct reports to ask Dayforce via text or speech who is taking

time off. After finding out the details of the pending approvals they can choose to accept or reject the request.● ● ● ● ● ●

Dayforce Assistant Check schedulesThis feature allows users to ask Dayforce via text or speech what their schedule is. They will find out when they are

working and are able to ask what time specifically.● ● ● ● ● ●

Dayforce Assistant Post shifts This feature allows users to ask Dayforce via text or speech to help post a shift to everyone or to a colleague. ● ● ● ● ● ●

Dayforce Assistant Help feature This feature allows users to ask Dayforce via text or speech what the assistant can help with at the moment. ● ● ● ● ● ●

Dayforce Assistant Language support The Dayforce Assistnant feature provides English language support in theinitial offering ● ● ● ● ● ●

Dayforce Mobile - Dayforce

Assistant





Not Supported

n/a Not Applicable



Countries

Advanced WFM Plan

Dayforce can be configured to display the organization's plan, the specific goals and targets for the key performance

indicators (KPIs) selected by your company, under the Plan section. A location’s plan defines its daily staffing needs

based on long-term budgeted and shorter-term forecasted targets. The plan takes corporate targets for a variety of

measurements and derives a labor budget, expressed in both dollars and hours.

● ✓ ● ● ✓ ●

Advanced WFM Derive Assign the Derive feature to enable the Derive button in Plan. ● ✓ ● ● ✓ ●

Advanced WFM Calculate EfficienciesAssign the Calculate Efficiencies feature to enable the Calculate Efficiency Scores button in Plan (also known as the

Calc Eff button).● ✓ ● ● ✓ ●

Advanced WFM KPI Summary PaneAssign the KPI Summary Pane feature to enable the KPI Summary button in Plan. Users with this feature can view

the KPI Summary panel.● ✓ ● ● ✓ ●

Advanced WFM KPI ChartsDayforce can be configured to display the KPI information described in plan in a visual format. The feature allows

display of plan KPI as charts against the forma columns● ✓ ● ● ✓ ●

Advanced WFM Merchandise eventDayforce can be configured to define the labor impacting events for a specific locations. These events when

configured are considered for scheduling purposes and are planned and scheduled as part of the location hours ● ✓ ● ● ✓ ●

Advanced WFM Sales statisticsSchedules within Dayforce can be configured to display sales statistics as part of the bar view. The view can be

configured to display a KPI value driven from various datasources and applicable formula on a hourly basis ● ✓ ● ● ✓ ●

Advanced WFM ForecastThe forecast is a shorter-term plan for your location that uses historical data to forecast KPIs. The KPIs forecasted by

the application depend on how the plan was configured. If you assign the Forecast feature, Plan has to be

configured before it is used.

● ✓ ● ● ✓ ●

Advanced WFM ProActual ReportThe Pro-Actual Report provides a summary of the budgeted, manager adjusted and actual KPI values in Plan, as well

as detailed information on the sales by day for each department in the location. Assign this feature to enable the

ProActual Report in Plan > Reports.

● ✓ ● ● ✓ ●

Advanced WFM Sales ProjectionThe Sales Projection feature enables a display of the sales projection for each location, comparing the location's

actual results to the forecasted figures, as well as the results from the same date last year. Assign this feature to

enable the Sales Projection button in Plan.

● ✓ ● ● ✓ ●

Advanced WFM Reset Manager AdjustmentsUsers with access to the Reset Manager Adjustments feature can reset edits made to plan data in the Manager

Adjust column of Plan, replacing the values with those from the forecast. Assign this feature to enable the Reset

button in Plan.

● ✓ ● ● ✓ ●

Advanced WFM Initialize

When a plan has been defined, managers or other users with appropriate access can make adjustments to the values

in the Manager Adjust column in Plan. The Initialize feature copies the inputted or forecast values into the Manager

Adjust column for editing. Assign this feature to enable the Initialize button in Plan.● ✓ ● ● ✓ ●

Plan

Dayforce Software Functionality and Global Use Guide - Advanced WFM








Countries

Advanced WFM Plan Publish Plan

Before plans are published, they are still work-in-progress plans; while in progress, plan details are not available to

other parts of the application, such as the Schedules section. Assign this feature to the user role(s) that will publish

plans to make their figures available throughout the application. The Publish Plan feature enables the Publish button

in Plan.

● ✓ ● ● ✓ ●

Advanced WFM Schedule Templates Schedule Template Editor Select this feature to enable the Schedule Templates tab ● ✓ ● ● ✓ ●

Advanced WFM Deployment Problem IdentificationThe application can be configured to display issues with labor deployment on Schedules. Assign this feature to

enable the Deployment tab of the Problems panel in Schedules.✓ ✓ ✓ ✓ ✓ ✓

Advanced WFM Show Coverage and Efficiency

In the Bar View, each shift on a location's schedule is graphed as a colored bar stretching from the shift’s start time

to its end time. Assign the Show Coverage and Efficiency feature and the application also displays your schedule's

coverage score, the total number of scheduled hours, and how over- or understaffed the location is

during the day.

✓ ✓ ✓ ✓ ✓ ✓

Advanced WFM KPI View With the KPI View feature assigned, the application displays the KPI button in Schedules. ✓ ✓ ✓ ✓ ✓ ✓

Advanced WFM Autofill Unfilled Shifts Enable this feature to allow autofill to fill unfilled shifts. ✓ ✓ ✓ ✓ ✓ ✓

Advanced WFM Post Unfilled ShiftsUnfilled shifts are associated with a job, but not assigned to a specific employee; they satisfy the labor coverage

requirements for a location, and can be used in planning schedules. Assign the Post Unfilled Shifts feature to enable

the application to include unfilled shifts in the posted schedules of a location.

✓ ✓ ✓ ✓ ✓ ✓

Advanced WFM Import Fixed Schedule TemplatesWith the Import Fixed Schedule Templates feature assigned, users can create schedules using fixed schedule

templates. Assign this feature and the application displays the Fixed Schedule Templates tab on the Templates panel

in Schedules.

✓ ✓ ✓ ✓ ✓ ✓

Advanced WFM Coverage PaneThe Coverage Pane feature controls access to the Coverage button and, subsequently, the Coverage panel in

Schedules. Assign this feature to display the Coverage button in Schedules.✓ ✓ ✓ ✓ ✓ ✓

Advanced WFM Go To PlanSelect the Go To Plan feature to display the Go to Plan column in Day > Plan Admin Checklist. When this column is

available, users can click the magnifying glass icon to navigate to directly to that location's plan. ✓ ✓ ✓ ✓ ✓ ●

Advanced WFM Go To ScheduleSelect the Go To Schedule feature to display the Go to Schedule column in Day > Plan Admin Checklist. When this

column is available, users can click the magnifying glass icon to navigate to directly to that location's schedule. ✓ ✓ ✓ ✓ ✓ ●

Advanced WFM Schedule SubmittedSelect the Schedule Submitted feature to display the Schedule Submitted column in Day > Plan Admin Checklist

along with its filter button.✓ ✓ ✓ ✓ ✓ ●

Advanced WFM Schedule ApprovedSelect the Schedule Approved feature to display the Schedule Approved column in Day > Plan Admin Checklist along

with its filter button.✓ ✓ ✓ ✓ ✓ ●

Advanced WFM Pay Summary to KPI Job Last RunSelect the Pay Summary to KPI Job Last Run feature to display the Pay Summary to KPI Job Last Run column in Day >

Plan Admin Checklist.✓ ✓ ✓ ✓ ✓ ●

Advanced WFM KPI Sync Job Last RunSelect the KPI Sync Job Last Run feature to display the KPI Sync Job Last Run column in Day > Plan Admin Checklist.

✓ ✓ ✓ ✓ ✓ ●

Advanced WFM Schedule Report VersionSelect the Schedule Report Version feature to display the Schedule Report Version column in Day > Plan Admin

Checklist.✓ ✓ ✓ ✓ ✓ ●

Advanced WFM Schedule Errors Select the Schedule Errors feature to display the Schedule Errors column in Day > Plan Admin Checklist. ✓ ✓ ✓ ✓ ✓ ●

Advanced WFM Schedule WarningsSelect the Schedule Warnings feature to display the Schedule Warnings column in Day > Plan Admin Checklist.

✓ ✓ ✓ ✓ ✓ ●

Advanced WFM Schedule InformationalsSelect the Schedule Informationals feature to display the Schedule Informationals column in Day > Plan Admin

Checklist.✓ ✓ ✓ ✓ ✓ ●

Advanced WFM Sales Projection WTD ProjectionAssign the WTD Projection feature to enable the Week to Date (WTD) Adjusted Forecast and WTD Actuals columns

in the Sales Projection panel.● ✓ ● ● ✓ ●

Schedules

Plan Admin Checklist



Countries

Advanced WFM Partial Shift Activities

From Schedules, you can schedule important activities that need to be performed during the workday to the specific

employees responsible for performing them. For example, a retail store might schedule the "Opener" and "Cash

Check" activities to at least one employee each day, so that there is an employee working responsible for opening

the store and another responsible for counting the cash floats for the location.

● ✓ ● ● ✓ ●

Non Advanced Display Auto Select Activity Option

Activities that need to be performed during the workday can be assigned to employees' shifts through Schedules.

Activities are linked to the positions that can perform them, and can be automatically associated with a scheduled

shift. Assign the Display Auto Select Activity Option feature to enable the 'Automatically select an activity for

schedule' option in the View options of Schedules.

● ✓ ● ● ✓ ●

Advanced WFM Location Daily Property

Location daily properties are similar to location properties in that they are measurable properties of locations within

an organization that you can create for specific locations and use with task management and labor planning. They

are helpful in situations where activity demand times vary from location to location. ● ✓ ● ● ✓ ●

Mobile Shift Trades Allows employees to trade shifts using the Dayforce mobile app. ✓ ✓ ✓ ✓ ✓ ●

Advanced WFM TemplatesWith the Templates feature assigned, the application displays the Templates feature in Schedule Planning, where

users can configure fixed schedule templates by creating patterns of shift definitions.✓ ✓ ✓ ✓ ✓ ●

Advanced WFM Autofill

Enables an automated scheduling function, called 'autofill', which can be used to generate and fill in the schedule for

your location. Autofill allows you to automatically mass schedule a number of shifts and employees in a way that

tries to match demand as closely as possible and still try to meet schedule compliance constraints. With the Autofill

feature assigned, users can have the application fill shifts automatically. Assign this feature to enable the Fill button

in Schedules.

✓ ✓ ✓ ✓ ✓ ✓

Advanced WFM Shift Trade History

Dayforce can be configured to support shift trading, allowing employees to put up shifts for bidding, swap shifts with

another employee, or offer shifts to another associate. Managers, administrators, or other appropriate users

assigned the Shift Trade History feature, can track the shifts that have been traded for a particular week through the

Shift Trades panel in Schedules. Assign this feature to enable the Shift Trades button and panel.

✓ ✓ ✓ ✓ ✓ ✓

Advanced WFM Shift Swap Assign this feature to allow users to swap shifts in the Grid View by dragging and dropping. ✓ ✓ ✓ ✓ ✓ ✓

Advanced WFM Clear Trade StatusWith this feature assigned, users can clear the shift trade status associated with shifts. Assign this feature to enable

the Clear Trade Status icon in Schedules.✓ ✓ ✓ ✓ ✓ ✓

Advanced WFM Projects

The Projects feature supports the administration and tracking of projects organization-wide; through the Project

Management features of the application, users can create projects for the organization, define start and due dates, a

budget in both hours and a dollar amount, and assign the project to an area of the organization and a set of jobs

that can work the project.

● ✓ ● ● ✓ ●

Advanced WFM Apply Filter On Load Applies your filter automatically when you load projects in Projects. ● ✓ ● ● ✓ ●

Advanced WFM Attendance Violation ProgressThe application displays an employee's attendance violation scorecard in Day > Attendance Management. For users

with the Attendance Violation Progress feature enabled, the application displays the scorecard as a progress bar. ✓ ● ✓

Advanced WFM Use Single-point Attendance GraphsAssign this feature to enable the Attendance Violation Point Graphs section of the Attendance Violation Summary

tab. ✓ ● ✓

Advanced WFM Attendance Violation ProgressThe application displays an employee's attendance violation scorecard in Day > Attendance Management. For users

with the Attendance Violation Progress feature enabled, the application displays the scorecard as a progress bar. ✓ ● ✓

Advanced WFM Waive IncidentsAssign the Waive Incidents feature to configure the application to allow users to waive attendance violations, so that

they do not count towards attendance records. ✓ ● ✓

Advanced WFM Remove unobtainable scorecard items

Assign the Remove unobtainable scorecard items to prevent the application from displaying scorecard items that

employees could never actually obtain as a result of how the incidents were configured. ✓ ● ✓

Advanced WFM Attendance Management Attendance ManagementThe Attendance Management feature enables Attendance Management; through this menu, managers,

administrators, or any users assigned this feature can review attendance incidents and violations. ✓ ● ✓

Advanced WFM Analytics Analytics

Using Dayforce analytics, users can monitor organization's results for a variety

of key performance indicators (KPIs), through visual representations on a rolling time basis. The feature

helps determine which organizational units are driving results along all KPIs over time

✓ ✓ ✓ ✓ ✓ ✓

Attendance Management

Attendance

Scheduling Plan

Shift Trade

Schedules

Project Management Feature

Group



Countries

Advanced WFM Incentive pay Incentive payIncentive Pay provides the ability to calculate and apply period based bonus’ based on fixed amounts or percentage

of salary/wages● ● ● ● ✓ ●

Advanced WFM Period planner Period plannerPlanning tool to calculate organization’s labor

budget in hours and cost, using the key performance indicators (KPIs) specific to the organization✓ ✓ ✓ ✓ ✓ ✓

Advanced WFM Plan setup Plan setup

Configure parameters such as:

anomaly days, fiscal calendar, forecast, KPI definition, labor definition, operating hours, period planner metadata,

plan, service patterns, special days, targets & units.

✓ ✓ ✓ ✓ ✓ ✓





Not Supported

n/a Not Applicable



Countries

Clocks Clock ConfigurationAllows an administrator to configure the settings of the clock (i.e. enable/disable functions, validation, threads,

etc…)✓ ✓ ● ✓ ✓ ●

Clocks Clock Update Info Allows an administrator to inform Maximus clocks that there is a software update. ✓ ✓ ● ✓ ✓ ●

Clocks Clock Config Groups Allows an administrator to create groups of clocks that will share the same configuration. ✓ ✓ ● ✓ ✓ ●

Clocks Clock Devices Allows an administrator to create/edit/delete clocks. ✓ ✓ ● ✓ ✓ ●

Clocks Pay setup Clock device group Allow clients to group clock devices and the employees who can use them together in groups ✓ ✓ ● ✓ ✓ ●

Clocks Pay setup Clock devicesAllows clients to assign the organization's clock devices to the appropriate locations, time zones, clock device groups,

configuration groups and relay schedules within Dayforce.✓ ✓ ● ✓ ✓ ●

Clocks HTML Webclock HTML Time ClockThe HTML Webclock is used by employees and supervisors for a variety of clock related functions and can be run on

any browser and platform supported by the Dayforce application.✓ ✓ ✓ ✓ ✓ ●

ClocksHTML Out of Browser Webclock

(OOB) OOB Time Clock

The Out Of Browser Webclock (OOB) Clock is used by employees and supervisors for a variety of clock related

functions and is installed on a local machine running the Windows OS as an applcation with the intent to be browser

independant.

✓ ✓ ✓ ✓ ✓ ●

Clocks Reporting Punches Reports are provided for clock punch exceptions. ● ✓ ● ✓ ✓ ●

Clocks Register the ClockRequires a clock to be registered to ensure that only clocks configured by an administrator in Dayforce be allowed to

communicate with the dayforce application✓ ✓ ✓ ✓ ✓ ●

Clocks Assign the Clock to a Location Enables clients to assign a clock to a specific location or at an organization level. ✓ ✓ ✓ ✓ ✓ ●

Clocks Configure the Clock Program Enables clients to configure custom clock functions by clock configuration group ✓ ✓ ✓ ✓ ✓ ●

ClocksClock Localization (Language, currency and

format support)Enables clients to configure custom clock localizations, currencies and formats by clock configuration group ✓ ✓ ✓ ✓ ✓ ●

Clocks Biometric Verification Enables clients to require that employees be verified via fingerscan biometrics before completing clock functions ✓ ✓ ✓ ✓ ✓ ●

Clocks Punch ValidationsEnables clients to require that employee actions be validated against configured validations defined within Dayforce

before completing clock functions.✓ ✓ ✓ ✓ ✓ ●

Clocks Record punches when offlineEnables punches recorded when the clock is offline to be retained and safely submitted to Dayforce once the clocks

are back online.✓ ✓ ✓ ✓ ✓ ●

Clocks Multi pages Allows the clock to add additional pages to display all configured functions beyond the main or first page. ✓ ✓ ✓ ✓ ✓ ●

Clocks Submit Failed Punches Allows the clock to submit failed punches to Dayforce to record an audit of all punch attempts ✓ ✓ ✓ ✓ ✓ ●

Clocks Online Mode (No clock database) Enables clients to configure clocks so that all validations take place in the Dayforce servers vs. locally on the clock. ✓ ✓ ✓ ✓ ✓ ●

Clock Features DF

Touch/Webclock/OOB

Site

Dayforce Software Functionality and Global Use Guide - Clocks








Countries

Clocks Update the Clock DatabaseAllows the local clock database to be update based on a specified frequency defined in the configuration file or on

demand by an administrator✓ ✓ ✓ ✓ ✓ ●

Clocks Relay ControlAllows the clock to control a relay output to perform a number of functions such as for example: buzzer or bell, door

or turnstile✓ ✓ ✓ ✓ ✓ ●

Clocks Inter-Clock CommunicationEnables clients to configure clocks on the same network to syncronize punches so that an employee may punch IN at

one clock and punch OUT at another and still be validated correctly✓ ✓ ✓ ✓ ✓ ●

Clocks Self Service (ESS) Employee

Allows employees to access several features through the clock, which allow them to view and update their available

hours, review their schedule, make time away from work requests as well as perform shift trading that includes,

Posts, Offers and swaps.

✓ ✓ ✓ ✓ ✓ ●

Clocks Self Service(ESS) Manager

Assign this feature to enable the Manager Self-Service functionality on the clock. Managers, supervisors, or other

users with access can access several features, which allow them to review and edit employee information, approve

and deny requests, and manage tasks.

✓ ✓ ✓ ✓ ✓ ●

Clocks Self Service(ESS) MessagesThe Messages feature allows users to access a version of their messaging centre on the clock, which mirrors the

functionality of messaging in the main application.✓ ✓ ✓ ✓ ✓ ●

Clocks Self Service(ESS) EarningsAllows users to view a mobile version of their earnings statements, which are displayed in the main application in My

Wages. Users can review their Earnings, Deductions, Taxes, and Net wages, itemized for a specified pay period.✓ ✓ ✓ ✓ ✓ ●

Clocks Self Service(ESS) ProfileThe Profile features allows users to view their employee information such as their hire date and employee number

as well as reset their password.✓ ✓ ✓ ✓ ✓ ●

Clocks Break AttestationAllows employees to perform break attestation at the time of punching out, so that they can receive any premuims

due to them for not being afforded the break .● ● ● ● ✓ ●

Clocks Punch In or Out Allows employees to punch IN and OUT to start and end a shift ✓ ✓ ✓ ✓ ✓ ●

Clocks Punch In or Out for Breaks Allows employees to punch IN and OUT to start and end a break ✓ ✓ ✓ ✓ ✓ ●

Clocks Punch In or Out for Meals Allows employees to punch IN and OUT to start and end a meal ✓ ✓ ✓ ✓ ✓ ●

Clocks Punch In + Multi Transfer Allows employees to punch IN and perform transfers at the same time ✓ ✓ ✓ ✓ ✓ ●

ClocksPunching Without a Work Assignment (Punch

in Plus position transfer)

Allows employees to punch IN and OUT at a location for which they may not have a work assignement created for in

advance.✓ ✓ ✓ ✓ ✓ ●

Clocks Record a Single Transfer Allows employees to perform single transfers during their shift. ✓ ✓ ✓ ✓ ✓ ●

Clocks Record Multiple Transfers Allows employees to perform multiple transfers at the same time during their shift. ✓ ✓ ✓ ✓ ✓ ●

Clocks Record Labor Metric Transfers Allows employees to perform labor metric transfers during their shift. ✓ ✓ ✓ ✓ ✓ ●

Clocks Record Tips Allows employees to record tips received during their shift. ✓ ✓ ✓ ✓ ✓ ●

Clocks Record Meal Subsidies Allows employees to perform meal subsidies during their shift. ✓ ✓ ✓ ✓ ✓ ●

ClocksAdd Tips, Meals, and Breaks With the Out

PunchAllows employees to record Tips, meal subsidies or meals and breaks taken along with the Out punch. ✓ ✓ ✓ ✓ ✓ ●

Clocks View Upcoming Shifts and Recent Punches Allows employees to view Upcoming Shifts and Recent Punches performed. ✓ ✓ ✓ ✓ ✓ ●

Clocks Authorize Your Punches (DFTouch only)Allows employees to view Punches performed along with any manager edits highlighted and allows the employee to

comment and/or authorize the punch.✓ ✓ ✓ ✓ ✓ ●

Clocks Waiving Meals (1st or 2nd)Allows employees to record first or second meal waivers along with the Out punch to ensure that any required

premiums are paid.✓ ✓ ✓ ✓ ✓ ●

Clocks Break Attestation + Meal Waiver (Single)Allows employees to perform rest break attestation along with the Out punch to ensure that any required premiums

are paid to the employee for not taking the required uninerupted breaks.● ● ● ● ✓ ●

Clocks Directionless punchingAllows employees to perform punches at the clock without selecting a function such as IN,OUT,MEAL or BREAK. The

employee simply key or swipe their badge and the Directionless punching feature determine the logical punch order.✓ ✓ ✓ ✓ ✓ ●

Clocks Biometric verification (finger scan)Enables clients to require employees to key or swipe their badge then validate their identitity against a stored

fingerscan biometric template at the time of punching in and out or performing transfers.✓ ✓ ● ● ✓ ●

Clocks Biometric Identification (finger scan)Enables clients to require their employees to identify and validate enroll employees using fingerscan biometrics at

the time of punching in and out or performing transfers.✓ ✓ ● ● ✓ ●

Clocks Badge PINAllows clients to require that an employee key in and additional secrect 4 digit PIN in additional to their badge

number.✓ ✓ ✓ ✓ ✓ ●

Clocks Facial verificationEnables clients to require employees to key or swipe their badge then validate their identitity against a stored facial

scan biometric template at the time of punching in and out or performing transfers.● ✓ ● ● ✓ ●

Clock Features DF Touch

Employee DF

Touch/Webclock/OOB

Employee DF

Touch/Webclock/OOB



Countries

Clocks Supervisor Mode Allows a supervisor to enter punches on behalf of an employee and access to various administrative functions. ✓ ✓ ✓ ✓ ✓ ●

Clocks Shift OverrideAllows a supervisor to empower an employee to be able to punch outside the tolerance of the punch policy (i.e.

punches that would otherwise be rejected).✓ ✓ ✓ ✓ ✓ ●

Clocks Enroll Employees for Biometric VerificationEnables clients to enroll employees using fingerprint biometrics and allow them to validate their identitity against a

stored template at the time of punching in and out or performing transfers.● ✓ ● ● ✓ ●

Clocks Test Biometric Enrollment Allows a supervisor to test if an employees biometric enrollment was successful ✓ ✓ ● ● ✓ ●

Clocks Biometric Enrollment Statistics Allows a supervisor to view biometric statistics such as the number of templates and employees enrolled ✓ ✓ ● ● ✓ ●

ClocksEnroll Employees for Stock Picture and Facial

verification (DFTouch Only)Allows a supervisor to enroll an employee for facial recognition/identification. ● ✓ ● ● ✓ ●

Clocks Update the Clock DatabaseInstructs the clock to download information from Ceridian's server (i.e. employees, work assignments, projects,

etc…)✓ ✓ ✓ ✓ ✓ ●

Clocks Test Clock Communication Instructs the clock to try to contact Ceridian’s servers ✓ ✓ ✓ ✓ ✓ ●

Clocks Submit Punches Instructs the clock to send its stored punches to Ceridian’s servers ✓ ✓ ✓ ✓ ✓ ●

Clocks Initiate Battery Forming Instructs the clock to begin battery forming ✓ ✓ ✓ ✓ ✓ ●

Clocks Fingerprint Enrollment Allows an administrator to enroll an employee’s fingerprints ✓ ✓ ✓ ✓ ✓ ●

Clocks Photo Enrollment Allows an administrator to enroll an employee’s image ✓ ✓ ✓ ✓ ✓ ●

Clocks Local Employee Enrollment Allows an administrator to add an employee at the clock without the employee first being created in web application ✓ ✓ ✓ ✓ ✓ ●

Clocks Badge Enrollment Allows an administrator to associate a physical badge with an employee ✓ ✓ ✓ ✓ ✓ ●

Clocks Relay Control Allows an administrator to test that the relay control is operating correctly ✓ ✓ ✓ ✓ ✓ ●

Clocks Network Setup Allows an administrator to configure network settings ✓ ✓ ✓ ✓ ✓ ●

Clocks Time Synchronization Instructs the clock to contact Ceridian’s servers to set the clock’s time ✓ ✓ ✓ ✓ ✓ ●

Clocks Firmware Update Instructs the clock to contact Ceridian’s servers to download new firmware, if present. ✓ ✓ ✓ ✓ ✓ ●

Clocks Hardware Diagnostic Test Suite Allows an administrator to various hardware functions ✓ ✓ ✓ ✓ ✓ ●

Clocks Clock Information Allows an administrator to view the clock’s settings ✓ ✓ ✓ ✓ ✓ ●

Supervisor DF

Touch/Webclock/OOB

Administrator DF Touch





Not Supported

n/a Not Applicable



CountriesDayforce Performance

ManagementMy Competencies

The My Competencies option enables the My Competencies tab of Dayforce Performance Management >

Competencies, which allows users to work on their own competencies.✓ ✓ ✓ ✓ ✓ ●

Dayforce Performance

ManagementAll Competencies

The All Competencies option enables the All Competencies tab of Dayforce Performance Management >

Competencies, which allows users to see

all of the current competencies in your organization by default. The main function of this tab is to

allow managers to browse their organization's competency library and manually assign competencies to their

employees.

✓ ✓ ✓ ✓ ✓ ●


ManagementAssign Competencies

The Assign Competencies option enables the following:

- The Assign Employee(s) button in the All Competencies and Team Competencies tabs of Dayforce Performance

Management > Competencies.

- The Assign Employees and Unassign Selected buttons in the competency slide-out panel under the All

Competencies and Team Competencies tabs of Dayforce Performance Management > Competencies.

- The Assign Competency and Unassign Competency buttons of the employee slide-out panel in the Group by

Employee view of Dayforce Performance Management > Competencies > Team Competencies.

✓ ✓ ✓ ✓ ✓ ●


ManagementTeam Competencies

The Team Competencies option enables the Team Competencies tab of Dayforce Performance Management >

Competencies, which only displays competencies of the employees to whom a user has access. ✓ ✓ ✓ ✓ ✓ ●


ManagementCompetencies

The Competencies option enables the Competencies tab of Dayforce Performance Management Setup >

Competency Setup, which administrators use to create competencies.✓ ✓ ✓ ✓ ✓ ●


ManagementCompetency Configuration

The Competency Configuration enables the Competency Categories tab of Dayforce Performance Management

Setup > Competency Setup, which administrators use to create competency categories.✓ ✓ ✓ ✓ ✓ ●


ManagementCompetency Categories

The Competency Categories option enables the Competency Configuration tab of Dayforce Performance

Management Setup > Competency Setup, which administrators use to define a global rating scale ✓ ✓ ✓ ✓ ✓ ●


ManagementConversation Setup Conversation Categories

The Conversation Categories feature enables the Conversation Categories tab of Dayforce Performance

Management Setup > Conversation Setup, which administrators use to create conversation categories.✓ ✓ ✓ ✓ ✓ ●

Competencies

Competency Setup

Dayforce Software Functionality and Global Use Guide - Dayforce Performance Management

Functionality has been designed to address specific local requirements. Ceridian and its implementation partners are able to provide software configuration services in support of client's expressed application of local

requirements.Ceridian has not researched nor necessarily implemented specific local country requirements, including language translations. However, functionality may have utility in jurisdictions beyond those with full localized support.

Ceridian and its implementation partners, to the best of their ability, will utilize existing product configuration options and input from a client to meet the client’s expressed operational practicesCeridian has not researched nor implemented specific local country requirements, including language translations. Ceridian will provide technical support for the software, but neither Ceridian nor its implementation partners can





Countries


ManagementOverview

The Overview feature enables the Overview tab of Dayforce Performance Management > Goals, which is where

employees can view information about their own reviews, competencies, goals, and conversations. The Overview

tab is a personal screen and does not allow managers to access goals, competencies, and reviews of their employees.

✓ ✓ ✓ ✓ ✓ ●


ManagementReviews The Reviews feature enables the Reviews tab of Dayforce Performance Management. ✓ ✓ ✓ ✓ ✓ ●


ManagementConversations

The Conversations feature enables the Conversations tab of Dayforce Performance Management, which allows users

to view conversations and activities on their own goals and competencies. The Conversations tab is a personal

screen and does not allow managers to access goals, competencies, and reviews of their employees.

✓ ✓ ✓ ✓ ✓ ●


ManagementGoals The Goals feature enables the Goals tab of Dayforce Performance Management. ✓ ✓ ✓ ✓ ✓ ●


ManagementCompetencies The Competencies feature enables the Competencies tab of Dayforce Performance Management. ✓ ✓ ✓ ✓ ✓ ●


ManagementDevelopment Plans

The Development plans feature enables the Development plans tab of Dayforce Performance Management

Managers can create development plans for their employees anytime so that employees are guided with the

different activities they will have to complete in order to improve their performance.

✓ ✓ ✓ ✓ ✓ ●


ManagementGoal Setup The Goal Setup feature enables the Goal Setup tab of Dayforce Performance Management Setup. ✓ ✓ ✓ ✓ ✓ ●


ManagementCompetency Setup The Competency Setup feature enables the Competency Setup tab of Dayforce Performance Management Setup. ✓ ✓ ✓ ✓ ✓ ●


ManagementReview Setup The Review Setup feature enables the Review Setup tab of Dayforce Performance Management Setup. ✓ ✓ ✓ ✓ ✓ ●


ManagementConversation Setup

The Conversation Setup feature enables the Conversation Setup feature of Dayforce Performance Management

Setup.✓ ✓ ✓ ✓ ✓ ●


ManagementRating Scale Rating Scale

The Rating Scale feature enables the Rating Scale menu, which administrators use to create rating scales for use in

Dayforce Performance Management reviews and competency features.✓ ✓ ✓ ✓ ✓ ●


ManagementAdd Plans

The Add Plans feature enables the Add Plan button of Performance Management > Development plans. This role

feature allows users to create standard development plans, and is typically enabled for employees, managers, and

administrators.

✓ ✓ ✓ ✓ ✓ ●


ManagementMy Plans

The My Plans feature enables the My Plans tab of Performance Management > Development plans. You assign this

tab to all end users of Performance Management. It is the main Development plan management screen for

employees.

✓ ✓ ✓ ✓ ✓ ●


ManagementTeam Plans

The Team plans feature enables the Team plans tab of Performance Management > Development plans, which only

displays plans of the employees to whom a user has access . This view presents the results based on the filter

section. You only enable the Team Plans role feature for managers and administrators, and not employees.

✓ ✓ ✓ ✓ ✓ ●


ManagementAdd Activities Ability to add activities on development plans is enabled with this feature ✓ ✓ ✓ ✓ ✓ ●


ManagementUpdate progress

Plan progress is driven by the progress updated for the attached activities( if any), where all activities carry equal

weights.✓ ✓ ✓ ✓ ✓ ●


ManagementEdit Plans Ability to edit a previously created plans to make any changes or updates ✓ ✓ ✓ ✓ ✓ ●


ManagementSave plans as drafts

Development plans can be saved as drafts before they are published so users can make all the required updates

before finally publishing the plan .✓ ✓ ✓ ✓ ✓ ●


ManagementCreate plans from Reviews

Ability to create development plans from the review form by employees and managers as a part of the review

process✓ ✓ ✓ ✓ ✓ ●


ManagementReview Cycles

Dayforce Performance Management

Review Approval

The Dayforce Performance Management Review Approval feature enables the Approval Process tab of Dayforce

Performance Management Setup > Review Setup > Review Cycles. This feature allows administrators to assign a

workflow approval process to steps of a review cycle.

✓ ✓ ✓ ✓ ✓ ●


ManagementAdditional Questions

The Additional Questions feature enables the Additional Questions tab of Dayforce Performance Management Setup

> Review Setup, which administrators use to create custom questions for use in Dayforce Performance Management

reviews.

✓ ✓ ✓ ✓ ✓ ●


Management Setup

Review Setup

Development Plans

Development Plan Features


Management


Management



CountriesDayforce Performance

ManagementReview Cycles

The Review Cycles feature enables the Review Cycles tab of Dayforce Performance Management Setup > Review

Setup, which administrators use to create and assign review cycles.✓ ✓ ✓ ✓ ✓ ●


ManagementPeer Reviews

The peer review feature allows the administrators to configure the review cycles in a way to allow peer feedback

added on the employee reviews ✓ ✓ ✓ ✓ ✓ ●


ManagementEmployee eligibility

Employees can be made eligible before being assigned t the review cycle; This feature becomes more useful with

scheduled reviews ✓ ✓ ✓ ✓ ✓ ●


ManagementAssigned Employees

Employees can be assigned to the review cycle and displayed on this screen . Recurring cycles for anniversary based

reviews are also displayed as individual rows ✓ ✓ ✓ ✓ ✓ ●


ManagementScheduled Reviews

New Hire and Anniversary based reviews can be scheduled through this feature , Review cycle can be setup with

eligibility rules on employees and the assignments happen as the rules are met ✓ ✓ ✓ ✓ ✓ ●


ManagementTeam Reviews

The Team Reviews feature enables the Team Reviews tab of Dayforce Performance Management > Reviews, which

allows managers and administrators to work on reviews of their employees and access past reviews.✓ ✓ ✓ ✓ ✓ ●


ManagementMy Reviews

The My Reviews feature enables the My Reviews tab of Dayforce Performance Management > Reviews displays a list

of your past and upcoming reviews, along with due dates for upcoming reviews. It is a dedicated screen for

managing your Dayforce Performance Management reviews.

✓ ✓ ✓ ✓ ✓ ●


ManagementGoal Form Configuration

The Goal Form Configuration feature enables the Goal Form Configuration tab of Performance Management Setup >

Goal Setup, which administrators use to configure the goal form✓ ✓ ✓ ✓ ✓ ●


ManagementGoal Categories

The Goal Categories features enables the Goal Categories tab of Performance Management Setup > Goal Setup,

which administrators use to create goal categories.✓ ✓ ✓ ✓ ✓ ●


ManagementCreate Unaligned Goal

The Create Unaligned Goal feature enables the Create Goal button of Performance Management > Goals. This role

feature allows users to create standard goals, and is typically enabled for employees, managers, and administrators.✓ ✓ ✓ ✓ ✓ ●


ManagementTeam Goals- Group by Employee view

The Team Goals feature enables the Team Goals tab of Performance Management > Goals, which only displays goals

of the employees to whom a user has access . This view presents the results grouped by employees , based on the

filter section. You only enable the Team Goals role feature for managers and administrators, and not employees.

✓ ✓ ✓ ✓ ✓ ●


ManagementTeam Goals- Group by Goals view

The Team Goals feature enables the Team Goals tab of Performance Management > Goals, which only displays goals

of the employees to whom a user has access . This view presents the results grouped by goals , based on the filter

section and leads to displaying all the assigned employees for the selected goal. You only enable the Team Goals role

feature for managers and administrators, and not employees.

✓ ✓ ✓ ✓ ✓ ●


ManagementOrganizational Goals

The organizational goals feature enables the 'Organizational Goals' tab of performance management-> Goals, which

only displays the goals that have been created as organizational goals , meaning these goals will be visible to all the

employees across the organization allowing them to create child goals aligning to the organizational goals. This

feature is enabled for all roles .

✓ ✓ ✓ ✓ ✓ ●


ManagementMy Goals

The My Goals feature enables the My Goals tab of Performance Management > Goals. You assign this tab to all end

users of Performance Management. It is the main goal management screen for employees.✓ ✓ ✓ ✓ ✓ ●

Goals

Goal Setup

My Reviews

Review Setup



Countries


ManagementCreate Organizational Goal

The Create Organizational Goal feature enables Is it an organizational goal? checkbox in the Create Goal, Create an

Aligned Goal, and Cascade Goal forms of Performance Management > Goals, which allows users to create

organizational goals. You typically only enable this role feature for certain manager and administrator roles.

✓ ✓ ✓ ✓ ✓ ●


ManagementCascade goal

The Cascade goal feature enables the Cascade Goal button in the All Goals and Team Goals tabs of Performance

Management > Goals, which allows users to cascade goals out to their employees. You only enable the Assign

Competencies role feature for manager and administrator roles.

✓ ✓ ✓ ✓ ✓ ●


ManagementAssign Goals

The Assign Goals feature enables the following:

- The Assign Employee(s) button in the All Goals and Team Goals tabs of Performance Management > Goals.

- The Assign Employees and Unassign Selected buttons in the goal slide-out panel under the All Goals and Team

Goals tabs of Performance Management > Goals.

- The Assign Goal and Unassign Goal buttons of the employee slide-out panel in the Group by Employee view of

Performance Management > Competencies > Team Competencies.

✓ ✓ ✓ ✓ ✓ ●


ManagementAlign goal

The Align goal feature is for aligning personal goals to other goals in the organization. You typically enable the Align

Goals role feature for employee, manager, and administrator roles.✓ ✓ ✓ ✓ ✓ ●


ManagementShare Goals This feature allows the managers and employees to share their goals with peers or other team members ✓ ✓ ✓ ✓ ✓ ●


ManagementAdd Tasks on goals Ability to add goals level and individual tasks on goals is enabled with this feature ✓ ✓ ✓ ✓ ✓ ●


ManagementLocalize

The Localize feature enables you to define localizations for the culture settings to which you have access, on the

Create Goal, Cascade Goal, and Create an Aligned Goal controls.✓ ✓ ✓ ✓ ✓ ●


ManagementReporting All reports

All performance reports are available in the report library which can be accessed from the Goals/ competencies/

Reviews and Conversations screens ✓ ✓ ✓ ✓ ✓ ●


ManagementNotifications All Notifications

All performance notifications for Goals, competencies, Reviews and Conversations are available for configuration on

sys->admin-> alerts subscriptions screen. Administrators can turn them on/ off as needed ✓ ✓ ✓ ✓ ✓ ●


ManagementConversations

The Conversations feature that is available on Dayforce Mobile app, performance management , allows users to

have a conversations with their managers on their goals ✓ ✓ ✓ ✓ ✓ ●


ManagementGoals Goals feature on mobile app allows users to view their personal goals and update progress on them at anytime . ✓ ✓ ✓ ✓ ✓ ●

Mobile Performance

Goal Features





Not Supported

n/a Not Applicable

Release 56 Features (Q1 2019)


Countries

Dayforce Recruiting Link Candidate to Employee Link Candidate to Employee is used to link candidates to existing Dayforce employee records in the organization. ✓ ✓ ● ● ✓ ●

Dayforce Recruiting Internal Candidate HireInternal Candidate Hire is used to update an internal candidate's profile in the Dayforce application using the

Internal Candidate Hire Form.✓ ✓ ● ● ✓ ●

Dayforce Recruiting Candidate Screening

Enables the Screening button and Screening Order column in the Candidates tab of Recruiting > Job Requisitions.

These features allow authorized users to create new screening orders, review order status, and review screening

results.

✓ ✓ ● ● ✓ ●

Dayforce Recruiting Candidate HireCandidate Hire is used to update an internal candidate's profile in the Dayforce application using the Candidate Hire

Form.✓ ✓ ● ● ✓ ●

Dayforce Recruiting Assign Candidates to Job ReqsThis option allows users to select one or more candidates and click the Assign button to open a control where they

can select one or more requisitions to assign candidates to.✓ ✓ ● ● ✓ ●

Dayforce Recruiting Decline CandidatesThis feature enables the Decline button in the Candidates screen of Recruiting > Job Requisitions. Users select a

candidate and click the Decline button to move the candidate's job application status to declined.✓ ✓ ● ● ✓ ●

Dayforce Recruiting Status Changes on Candidates

The Status Changes on Candidates role feature enables access to the Status drop-down button in the Candidate

screen of Recruiting > Job Requisitions. Users select one or more candidates and select a status from the Status drop-

down list to update a candidate's job application status as the candidate moves through the recruiting process.

✓ ✓ ● ● ✓ ●

Dayforce Recruiting Edit Candidate SourceThe Edit Candidate Source option enables the Edit button in the Source section of the candidate profile, so that

users can edit the candidate's job application source.✓ ✓ ● ● ✓ ●

Dayforce Recruiting Delete Candidate Notes

The Delete Candidate Notes option enables the ability to delete notes that other users created. When assigned, the

icon at the top right of a note is displayed on all notes. For example, you as an administrator want to be able to

delete a note that someone created in error.

✓ ✓ ● ● ✓ ●

Dayforce Recruiting Sendable Questionnaire Sendable questionnaires are used for emailing candidates the Post Offer VEVRAA Form. n/a ✓ ● ● ✓ ●

Dayforce Recruiting Employee Profile Annual Salary

The Employee Profile Annual Salary option enables the Pay Information subsection of the Employee Profile section in

the candidate profile of Recruiting. For example, this information can include pay class, pay type, pay frequency,

annual salary, and effective date.

✓ ✓ ● ● ✓ ●

Dayforce Recruiting Offer LetterThe Offer Letter option enables the Offer button in the Candidates tab of the requisition slide-out panel in Recruiting

> Job Requisitions.● ✓ ● ● ✓ ●

Dayforce Recruiting Add Do Not HIre

The Add Do Not Hire feature enables a user to set an external candidate as do not hire. Setting this on a candidate

adds an indictor to their profile to any job they have applied to or been assigned to. The indicator also displays for

the candidate assigned to Talent Pools and from the Talent Community. Additionally this disables the hire action on

the candidate.

✓ ✓ ● ● ✓ ●

Dayforce Recruiting Remove Do Not Hire The Remove Do Not Hire feature removes the Do Not HIre setting assigned to a candidate. ✓ ✓ ● ● ✓ ●

Actions

Dayforce Software Functionality and Global Use Guide - Dayforce Recruiting








Countries

Dayforce RecruitingDecline Candidate. The Decline Candidate action enables a user to decline a candidate to an applied job from the

applied job tab✓ ✓ ● ● ✓ ●

Dayforce Recruiting Notes. The Notes action enables a user to add a note to a candidate to an applied job from the applied job tab. ✓ ✓ ● ● ✓ ●

Dayforce Recruiting Applied Job ActionsUpdate Status. The Update Status action enables a user to update a candidate's status to an applied job from the

applied job tab. ✓ ✓ ● ● ✓ ●

Dayforce Recruiting Candidate Offer StatusThe Candidate Offer Status option allows you to click the Changes Status link in the candidate's profile to rescind the

offer, update a candidate's response to an offer, or accept or reject the offer on behalf of the candidate.✓ ✓ ● ● ✓ ●

Dayforce Recruiting Send Resume via EmailThe Send Resume via Email option allows you to send a candidates resume file via email to another active user in the

system's business email address. ● ✓ ● ● ✓ ●

Dayforce Recruiting Careers Careers Enables the Careers feature of Dayforce, where employees can search and apply for internal job postings. ✓ ✓ ● ● ✓ ●

Dayforce Recruiting Question Configuration

The Question Configuration feature enables the Question Configuration sub feature of Recruiting Setup > Job

Application Configuration. Here recruiting administrators can configure the screening questions and answers that

can be included in questionnaires.

✓ ✓ ● ● ✓

Dayforce Recruiting Template Configuration

The Template Configuration feature enables the Template Configuration sub feature of Recruiting Setup > Job

Application Configuration. Here recruiting administrators can create templates and define the sections and

questionnaires that each template includes.

✓ ✓ ● ● ✓

Dayforce Recruiting Section Configuration

The Section Configuration enables the Section Configuration sub feature of Recruiting Setup > Job Application

Configuration. Here recruiting administrators manage sections and create questionnaires that they can then assign

to job application templates.

✓ ✓ ● ● ✓

Dayforce Recruiting All Requisitions

The All Requisitions feature enables the Job Requisitions tab in Recruiting, which is the main area for viewing and

managing job requisitions. Enabling this role feature also grants access to all four tabs of the job requisition slide-out

panel (i.e., the Candidates, Details, Activity, and Postings tabs). Roles with this feature have access to all job

requisitions in recruiting.

✓ ✓ ✓ ✓ ✓ ●

Dayforce Recruiting Job Requisition FormsThe job requisition forms allows assignment of a role access to a workflowed job requisition form from recruiting.

Forms assigned to the parent feature for Hiring will appear under the job requisitions forms for selection for a role. ✓ ✓ ● ● ✓ ●

Dayforce Recruiting Job Requisitions Reports

The Job Requisitions Reports feature enables the Reports button in the Job Requisitions tab in Recruiting. Also

enables the Job Requisition Reports option of the Parent Feature drop-down list in the Report Properties control of

Reporting > Reports.

✓ ✓ ✓ ✓ ✓ ●

Dayforce Recruiting ContingenciesThe Contingencies feature enables the Contingencies tab of Recruiting Setup > Offer Clauses and Disclaimers, which

is used to configure statements that recruiters can add as contingencies to the offer letter form.✓ ✓ ✓ ✓ ✓ ●

Dayforce Recruiting Clauses and DisclaimersThe Clauses and Disclaimers feature enables the Clauses and Disclaimers tab of Recruiting Setup > Offer Clauses and

Disclaimers, which is used to configure statements that recruiters can add as clauses to the offer letter form.✓ ✓ ✓ ✓ ✓ ●

Dayforce Recruiting Offer Letter Create Workflow in Offer Letter

The Create Workflow in Offer Letter feature enables the ability for users to see workflows in the Select Workflow

setting of the Create/Edit Offer form that allow them to define approvers. When they select one of these workflows,

the system displays the Workflow Approvers setting next to the Select Workflow setting. The Workflow Approvers

setting allows users to define the approvers of the workflow.

✓ ✓ ✓ ✓ ✓ ●

Dayforce Recruiting Recruiting

The Recruiting feature enables the Recruiting feature so that recruiters, hiring managers and other authorized users

can create and manage job requisitions, post jobs, and manage candidates, including hiring and prescreening. They

can also search for eligible candidates in the Talent Community tab.

✓ ✓ ✓ ✓ ✓ ●

Dayforce Recruiting Job RequisitionsThe Job Requisitions feature enables access to job requisitions for a role where the user is the assigned hiring

manager for a job requisition in the Job Requisitions tab of Recruiting.✓ ✓ ✓ ✓ ✓ ●

Applied Job Actions

Actions

Recruiting

Job Requisitions

Offer Clauses and Disclaimers

Job Application Configuration



Countries

Dayforce Recruiting Talent CommunityThe Talent Community feature enables the Talent Community tab of Recruiting, where users can search, add, and

tag candidates.✓ ✓ ✓ ✓ ✓ ●

Dayforce Recruiting Actions The Actions feature enable specific actions in the Job Requisition and Talent Community tabs. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Recruiting OverviewThe Overview feature enables the Overview tab of Recruiting, where users can view overall metrics about

requisitions to better target their recruiting efforts.✓ ✓ ✓ ✓ ✓ ●

Dayforce Recruiting CandidatesThe Candidates feature enables users to view and manage candidates in statuses configured to be visible who apply

to job postings. ✓ ✓ ✓

Dayforce Recruiting Hires Enables the Hire button in the Candidates tab of Recruiting > Job Requisitions for hiring external candidates. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Recruiting Job Search ConfigurationThe Job Search Configuration feature enables Recruiting Setup > Job Search Configuration. Here, recruiting

administrators select which advance search options are available to internal and external candidates.✓ ✓ ✓ ✓ ✓ ●

Dayforce Recruiting Candidate Source Configuration

The Candidate Source Configuration feature enables Recruiting Setup > Candidate Source Configuration. Here,

recruiting administrators create and manage candidate job application sources that are available for candidates and

recruiters to select.

✓ ✓ ✓ ✓ ✓ ●

Dayforce Recruiting Candidate StatusThe Candidate Status feature enables Recruiting Setup > Candidate Status. Here, recruiting administrators create

and manage candidate statuses that allow recruiters and other authorized users to track candidate progress.✓ ✓ ✓ ✓ ✓ ●

Dayforce Recruiting Decline and Offer Rejection Reason

The Decline and Offer Rejection Reason feature enables Recruiting Setup > Declined and Offer Rejection Reasons.

Here, administrators create and manage reason options that recruiters can select when they decline candidates for a

job or reject or rescind a job offer.

✓ ✓ ✓ ✓ ✓ ●

Dayforce Recruiting RecruitersEnables the Recruiters feature of Recruiting Setup. Here, recruiting administrators build a list of recruiters that hiring

managers and other authorized can assign to job requisitions.✓ ✓ ✓ ✓ ✓ ●

Dayforce Recruiting Job Application Configuration

The Job Application Configuration feature enables Recruiting Setup > Job Application Configuration, which contains

sub features for recruiting administrators to configure the questions, sections and templates that recruiters can

include in job applications.

✓ ✓ ● ● ✓ ●

Dayforce Recruiting Job Requisition Justification

The Job Requisition Justification feature enables the Recruiting Setup > Job Requisition Justification. Here, recruiting

administrators create and manage options that hiring managers and other authorized users can select from the

Justification For Request drop-down list in the Job Requisition form.

✓ ✓ ✓ ✓ ✓ ●

Dayforce Recruiting Client Properties

The Client Properties feature enables the Client Properties feature of Recruiting Setup. Here, recruiting

administrators define, localize, and format a set of client properties that define the features of the Recruiting

module.

✓ ✓ ✓ ✓ ✓ ●

Dayforce Recruiting Job Posting Template Configuration

The Job Posting Template Configuration feature enables Recruiting Setup > Job Posting Template Configuration.

Here, recruiting administrators create a set of posting templates that are available for recruiters to assign to job

postings.

✓ ✓ ● ● ✓ ●

Dayforce Recruiting Offer Clauses and Disclaimers & contingenciesThe Offer Clauses and Disclaimers feature enables Recruiting Setup > Offer Clauses and Disclaimers configuration.

Configured clauses and disclaimers are used to insert into an offer letter when it is created to send to a candidate. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Recruiting Offer DocumentsThe Offer Documents feature enables the Offer Documents feature of Recruiting Setup, which is a dedicated feature

for uploading and managing documents that users can attach to the offer letter.✓ ✓ ✓ ✓ ✓ ●

Dayforce Recruiting Branding Management

The Branding Management feature enables a user to define branding color themes, headers, footers, and Images.

The themes, headers, footers, and images are all assigned to the client career sites in that configuration set up.

Additionally the Image Management replaces the previous Recruiting Logos to incorporate use of the logos in client

career sites and offer letters.

✓ ✓ ✓ ✓ ✓ ●

Dayforce Recruiting Privacy PolicyThe Privacy Policy feature enables a user to configure a client's privacy policy for display to candidates and require

consent to continue to apply to a job. ✓ ✓ ✓ ✓ ✓ ●

Recruiting

Recruiting Setup



Countries

Dayforce Recruiting Recruiting Setup Client Career Site Configuration

Enables the Client Careers Site Configuration feature of Recruiting Setup, which allows recruiting administrators to

manage the default client sites and create new external client sites. This configuration also allows for assigning

branding themes, header, footer, logos and banners to the client career site. Accessibillity statement can be

configured for each client career site. An accessibility statement states the level of WCAG compliance the portal is

for assisting people with disabilities to search for and apply to jobs. Clients can use a default statement provided or

configured their own as needed. Accessibility statements allow for the use of a localized statement. The candidate

portal is WCAG level AA compliant.

✓ ✓ ✓ ✓ ✓ ●

Dayforce Recruiting Sendable Questionnaire VEVRAA FormThe VEVRAA Form feature enables the Send VEVRAA button below the Contact drop-down list in the Candidates tab

of Recruiting > Job Requisitions.n/a n/a n/a n/a ✓ n/a

Dayforce Recruiting Talent Community All RequisitionsThe All Requisitions feature enables the ability to search for any candidate in the Talent Community tab, regardless

of which requisition they belonged to.✓ ✓ ● ● ✓

Dayforce Recruiting All Candidates The All Candidates Feature enables the ability to view all candidates in a job requisition. ✓ ✓ ● ● ✓ ●

Dayforce Recruiting New CandidatesThe New Candidate feature enables the New Candidate button of Talent Community that is used for creating new

candidates. If this feature is not enabled, the New Candidate button is hidden from the UI✓ ✓ ● ● ✓ ●

Dayforce Recruiting Talent pool Talent pool

A talent pool is a database of candidate profiles interested in working for your organization. Talent pools can be

used to organize candidates based on the specific needs of your organization. They could be limited to a specific area

of expertise, or focused on a broad grouping of individuals who are capable of performing a variety of job tasks or

have specific skills. For example, you could create a talent pool to group candidates with management experience,

or candidates who can speak more than one language.

✓ ✓ ✓ ✓ ✓ ●

Dayforce Recruiting ActionsDecline Candidate. The Decline Candidate action enables a user to decline a candidate to an applied job from the

applied job tab✓ ✓ ● ● ✓ ●

Dayforce Recruiting Candidates Notes. The Notes action enables a user to add a note to a candidate to an applied job from the applied job tab. ✓ ✓ ● ● ✓ ●

Dayforce Recruiting Job RequisitionsUpdate Status. The Update Status action enables a user to update a candidate's status to an applied job from the

applied job tab. ✓ ✓ ● ● ✓ ●

Recruiting Reporting Reports Reports are provided for Candidates, Hires, Job requisition status, Job requisitions, Time to fill, VEVRAA. ✓ ✓ ● ● ✓ ●

Mobile - Recruiting

Candidates





Not Supported

n/a Not Applicable



Countries

Dayforce Document

ManagementDocument Types

Document types are crucial to Dayforce Document Management, as they determine which area of the application

(called an "entity") a document is associated with (i.e., where in the application it can be uploaded), and who can

access the document. For example, administrators could configure an Employee Waiver document type that is

attached to employee records and is only available to managers and HR Administrators.

✓ ✓ ✓ ✓ ✓ ●

Dayforce Document

ManagementSecurity Groups Security groups allows administrators to define how documents are accessed. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Document

ManagementDocument Import Document Import allows administrators to define how documents are uploaded. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Document

ManagementAdmin Define how documents are uploaded and accessed throughout the application. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Document

ManagementDocument Explorer

Assign the Document Explorer feature to enable Document Explorer, where users can access all of their documents

in one location✓ ✓ ✓ ✓ ✓ ●

Dayforce Document

ManagementDocument Reporting Documents

Provides a report template on document management for more in-depth reporting on the documents stored in the

database.✓ ✓ ✓ ✓ ✓ ●

Document Management

Document Administration

Dayforce Software Functionality and Global Use Guide - Dayforce Document Management

Functionality has been designed to address specific local requirements. Ceridian and its implementation partners are able to provide software configuration services in support of client's expressed application of local

requirements.Ceridian has not researched nor necessarily implemented specific local country requirements, including language translations. However, functionality may have utility in jurisdictions beyond those with full localized support.








Not Supported

n/a Not Applicable



Countries

Dayforce Dashboards DashboardsThe Dashboards option enables the Dashboards feature; with sub-features assigned, users can view, build, edit,

search, and set security for dashboards. Exports?✓ ✓ ✓ ✓ ✓ ●

Dayforce Dashboards Dashboards Library

Over 100 of Pre-defined Views, Metrics/Measure and Dashboards Templates available out of the box for

organizations to use as is or as a starting point when designing their own dashboards for Talent Management,

Benefits, Time & Attendance, and Payroll.

✓ ✓ ✓ ✓ ✓ ●

Dayforce Dashboards View Builder The View Builder option enables users to create the views (charts, tables, metrics, KPIs) that make up a dashboard. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Dashboards Quick View The Quick View option enables users to search for views and data in application. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Dashboards Dashboards SetupThe Dashboards Setup option enables administrators to set permissions on the type of data and dashboard groups

users have access to in Dashboards and Quick View.✓ ✓ ✓ ✓ ✓ ●

Dayforce Dashboards Measures ConfigurationThe Dashboards Measure Configuration enable organizations to set their Turnover, Headcount and Length of

Service metrics/measures based on their business rules✓ ✓ ✓ ✓ ✓ ●

Dashboards

Dayforce Software Functionality and Global Use Guide - Dayforce Dashboards










Not Supported

n/a Not Applicable



Countries

Dayforce Compensation

ManagementCreate Guidelines

Define recommended pay increases based on performance scores (optional) and pay range penetration. These

guidelines will be included on the manager worksheet.✓ ✓ ✓ ✓ ✓ ●


ManagementSet Eligibility Determine who is eligible for a given compensation plan. ✓ ✓ ✓ ✓ ✓ ●


ManagementCompensation cycles

Define pay components (salary and bonus), set budgets for each pay component, determine due date and effective

date for the plan. Assign guidelines to each pay component.✓ ✓ ✓ ✓ ✓ ●


ManagementCompensation organization approval

Compensation worksheet approval process that follows the organization structure configured in the compensation

cycle for approval process✓ ✓ ✓ ✓ ✓ ●


ManagementCompensation worksheet approval Compensation worksheet approval process which follow a custom workflow configured in workflow management. ✓ ✓ ✓ ✓ ✓ ●


ManagementReward letter templates

Define templates that can be used to print and distribute reward letters to employees by managers at the end of

compensation process✓ ✓ ✓ ✓ ✓ ●


ManagementSelect Currency for Cycle Select a currency(s) that the eligible employees in a compensation cycle will be paid in ✓ ✓ ✓ ✓ ✓ ●


ManagementPublish Compensation Plans

Move employees and worksheets as needed to ensure that they are assigned to the correct compensation decision

maker. Then publish to make the worksheets visible to those decision makers.✓ ✓ ✓ ✓ ✓ ●


ManagementView Budget View the budget available to distribute for each pay component in the worksheet. ✓ ✓ ✓ ✓ ✓ ●


Management

position in salary range & performance

rating

View the Pay vs. Performance graph to identify which employees need attention. Note that Performance

information will not appear in this visual if not being used in Dayforce.● ✓ ● ✓ ✓ ●


ManagementGender pay equality View the Pay Equity graph to identify any gender gaps that appear in aggregate. ● ✓ ● ● ✓ ●


ManagementView Employee Profile Details

Drill down on an individual employee in the worksheet to view details on pay history, performance history, and the

Talent Profile if available.✓ ✓ ✓ ✓ ✓ ●

Dayforce Software Functionality and Global Use Guide - Dayforce Compensation Management






Compensation Administration -

Manager Worksheet



ManagementMake Allocations Allocate funds to employees in the manager worksheet. ✓ ✓ ✓ ✓ ✓ ●


ManagementAuto allocate Mass allocation that will allow managers to allocate salary increases and or bonuses in a worksheet ✓ ✓ ✓ ✓ ✓ ●


ManagementEnter Justification

Enter justification for any warnings (i.e. areas where the manager goes outside the recommended range for an

employee or above the overall budget).✓ ✓ ✓ ✓ ✓ ●


ManagementExport Exports worksheet data to a CSV file ✓ ✓ ✓ ✓ ✓ ●


ManagementSubmit for Approval Submit the completed worksheet for next level approval. ✓ ✓ ✓ ✓ ✓ ●


ManagementPromote

Managers will be able to identify and promote top performing employees while doing merit increases within a

compensation cycle✓ ✓ ✓ ✓ ✓ ●


ManagementReward letters

Print rewards letters for employees in a worksheet once the compensation cycle is approved by compensation

admin● ✓ ● ✓ ✓ ●


ManagementView Team Worksheets View worksheets for all direct and indirect reports. ✓ ✓ ✓ ✓ ✓ ●


ManagementApprove Team Worksheets Approve or reject with comments based on the review of each worksheet. ✓ ✓ ✓ ✓ ✓ ●


ManagementFinal Approval

Once the final level of approval is completed, apply changes to employee records and Payroll per the stated effective

date in the plan.✓ ✓ ✓ ✓ ✓ ●


ManagementLock Locks all the worksheets so that no changes can be done to the allocations in worksheet ✓ ✓ ✓ ✓ ✓ ●


ManagementPromotions

Compensation administrators have complete oversight of the process and can approve or reject promotions that do

not follow guidelines✓ ✓ ✓ ✓ ✓ ●


ManagementPost Submit the salary increases to update employee records in HR and bonus payments to payroll ✓ ✓ ✓


ManagementReporting Compensation Management Report on worksheet data in a compensation cycle including allocations done by managers and the worksheet status ✓ ✓ ✓ ✓ ✓ ●

Compensation Administration

Senior Manager View

Compensation Administration -

Manager Worksheet





Not Supported

n/a Not Applicable



CountriesDayforce Learning

ManagementAdvanced Settings Define various advanced settings for Dayforce Learning module. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Learning

ManagementCatalog Setup Define course catalogs and assign employees to course catalogs for Dayforce Learning module ✓ ✓ ✓ ✓ ✓ ●

Dayforce Learning

ManagementCentral Repository Manage the central repository of learning content for use with the Dayforce Learning module ✓ ✓ ✓ ✓ ✓ ●

Dayforce Learning

ManagementCertificate Templates Define templates for printable certificates that can be issued upon the successful completion of a course ✓ ✓ ✓ ✓ ✓ ●

Dayforce Learning

ManagementClassrooms Setup Define classrooms for instructor led, live training for use with the Dayforce Learning module ✓ ✓ ✓ ✓ ✓ ●

Dayforce Learning

ManagementExternal Courses and Learning Plans

Define courses and learning plans, assign employees into courses and learning plans, upload and create content for

courses and learning plans, and administer courses and learning plans.✓ ✓ ✓ ✓ ✓ ●

Dayforce Learning

ManagementCertifications The certification feature allows clients to define certifications that can be assigned to employees. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Learning

ManagementSkills The skills feature allows clients to define the skills and skill levels that can be assigned to employees. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Learning

ManagementPower User management Addition of LMS Admin profile allows an extra user type to access Leering related features ● ● ● ● ● ●

Dayforce Learning

ManagementPages and Menus

Learning Administrators have the ability to design the learners’ experience by easily composing pages and creating a

unique experience for each audience✓ ✓ ✓ ✓ ✓ ●

Dayforce Learning

ManagementLearning Enrollment Rules Define rules for automatic assignment of employees into courses and learning plans based on pre-defined eligibility. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Learning

ManagementLearning Localization Localize field names within the Dayforce Learning module by country. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Learning

ManagementLector Online Settings Define integration settings for clients using Lector Online embedded within Dayforce Learning ● ✓ ● ✓ ●

Dayforce Learning

ManagementLynda Setup Define integration settings for clients using Lynda embedded within Dayforce Learning ● ✓ ● ✓ ●

Dayforce Learning

ManagementOpen Sesame Setup Define integration settings for clients using Open Sesame imbedded within Dayforce Learning ● ✓ ● ✓ ●

Dayforce Learning

ManagementTest Setup Create and manage various tests that can be assigned to courses within Dayforce Learning ✓ ✓ ✓ ✓ ✓ ●

Dayforce Learning

ManagementWebinar Setup Define integration settings for webinar based courses for use within Dayforce Learning ● ✓ ● ✓ ●

Dayforce Software Functionality and Global Use Guide - Dayforce Learning Management






Learning Setup



CountriesDayforce Learning

Management - Coach &

Share

Learning Setup ChannelsDefine channels, assign employees to channels, and specify experts for channels in Dayforce Learning Coach & Share

module✓ ✓ ✓ ✓ ✓ ●

Dayforce Learning

ManagementCourses and Learning Plans Enables users to view all of their assigned courses and learning plans.

Dayforce Learning

ManagementCourses Catalog Enables users to access the course catalogs they have been assigned. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Learning

ManagementLearning Activities Enables users to keep track of their learning related activities. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Learning

ManagementLearning Calendar Enables users to view their course assignments in a calendar view. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Learning

ManagementOverview Provides end-users with a landing page for the Dayforce Learning module. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Learning

ManagementAlerts Waiting List Alert for any employee that is added, removed, or course cancelled. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Learning


Share

All Channels Enables users to view all of the channels they have been assigned to in the Dayforce Learning Coach & Share module ✓ ✓ ✓ ✓ ✓ ●

Dayforce Learning


Share

Contribute Enables users to share content within their assigned channels. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Learning


Share

My Channels Enables users to monitor the activity within the channels that they are responsible for. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Learning


Share

My Coaching Activity Enables users to keep track of their coaching activity within the Dayforce Learning Coach & Share module ✓ ✓ ✓ ✓ ✓ ●

Dayforce Learning


Share

My Expert Tasks Enables users assigned as experts to a channel to keep track of pending tasks and answer open questions. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Learning


Share

Questions and Answers Enables users to keep track of all questions and answers asked within channels. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Learning


Share CertificationsProvides reports for employee certifications and expiring certifications. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Learning


Share Courses and learning plansProvides reports for employee course enrollment & results and employee course session details & waitlist ✓ ✓ ✓ ✓ ✓ ●

Dayforce Learning


Share Skills and certificationsProvides report on employee skills. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Learning

ManagementLearning mobile app Learning mobile app

The Dayforce Learning Mobile App is optimized for both iOS and Android devices including tablets and smartphones.

Learners can complete all their courses while on the go from their iOS and Android device. Learners can take training

courses while offline, with progress automatically tracked and synchronized with Dayforce Learning when back

online.

Coach and Share - Capture content that can be easily uploaded from mobile devices.

✓ ✓ ✓ ✓ ✓ ●

Reporting

Employee Profile - Learning





Not Supported

n/a Not Applicable



Countries

Dayforce Succession

PlanningSuccession

Allows a succession plan to be set up for desired positions to indicate in list view or by a talent matrix, the employees

succession readiness, performance, potential, promotion readiness and flight risk. The application uses each

employee's assigned Talent factors to determine their readiness. Employees can be added or deleted. Notes can be

also be added to employees.

✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

PlanningAdd Employee This feature allows the users to add employees/ successors to the selected succession plan. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

PlanningAdd Plan This feature allows the users to create new succession plans and also edit them any time after. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

PlanningHome Talent

View and enter the Talent factors for all your employee in a talent matrix. Factors include performance, potential,

promotion readiness and flight risk.✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

PlanningPeople Employee profile

On the Talent profile > Talent factors screen, view and enter the Talent factors for each employees. Factors include

performance, potential, promotion readiness and flight risk.

Talent factors can also be viewed on the Employee Profile> Overview screen.

✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

PlanningTalent Factors Overview

People-> Employee profile-> Overview screen displays the read- only talent factors scorecard, displaying the

employee's current talent ratings (as rated last)✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

PlanningTalent Factors scorecard

People-> Employee profile-> Talent Profile screen displays the editable talent factors scorecard, enabling the

managers (users) to rate the employee on the talent factors any time during the year✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

PlanningTalent Factor - Performance

Talent factor - Performance displays the most recent performance ratings for the employee and allows the user to

update the ratings if desired. The Performance talent factor allows assessing an employee’s performance by scoring

them a High, Medium, or Low performance rating. These rating could be based on the employee’s past performance

reviews, or based on their more current contributions, as needed.

✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

PlanningTalent Factor - Potential

Talent factor - Potential displays the most recent ratings for the employee as rated by the managers and allows them

to update the ratings if desired. The Potential talent factor allows assess an employee’s potential for growth by

assigning them a High, Medium, or Low rating. These rating could be based on things like leadership skills, willingness

to learn, or any other activities or characteristics that the company deems valuable in its employees.

✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

PlanningTalent Factors - Promotion Readiness

Talent factor - Promotion readiness displays the most recent ratings for the employee as rated by the managers and

allows them to update the ratings if desired. The Promotion Readiness talent factor allows assess an employee’s

promotion readiness by assigning them a rating based on how close they are to a promotion.

✓ ✓ ✓ ✓ ✓ ●

Succession

Dayforce Software Functionality and Global Use Guide - Dayforce Succession Planning






Talent Review


Dayforce Succession

PlanningTalent Factor - Flight Risk

Talent factor - Flight risk displays the most recent Flight risk score for the employee and allows the user to update the

ratings if desired. This is based on the configuration setting which enabled manual rating (clearing the Use predictive

analytics for flight risk checkbox in the Employee tab of System Admin > Client Properties. Selecting this setting will

turn on predictive flight risk and disables the manual rating ability). The Flight Risk talent factor allows assessing how

likely an employee is to voluntarily leave the organization within the next three months using High, Medium, and Low

rating values. This information is useful in helping to retain top talent because it helps to identify those employees

who require special attention.

✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

PlanningPerformance trend line graph

People-> Employee profile-> Talent Profile screen displays a performance timeline which can be of use to review the

employee’s performance history in graph form. Each performance review is displayed in the graph using a yellow

circle with a rating label. Hovering on the cursor over the circle, the application displays a tooltip that contains both

the performance rating and the exact date of the review.

✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

PlanningAdd new Factors Ability to add new custom talent factors which can be used to rate the employee during a talent review ✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

PlanningLocalization Ability to localize the newly added talent facxtors , allowing users with sepecific language selection can be benefitted ✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

Planning9 box representations of talent

The Home-> Talent tab displays the available information in a talent matrix, using a nine-box format with one axis

measuring potential, and the other measuring performance. Employee are plotted on the matrix based on their

Performance and Potential talent factor ratings. The talent matrix is designed to help identify the employees who are

excelling, as well as those who may require additional attention.

✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

Planning Perform Talent Review

The Home-> Talent tab -> Employee name- from the 'Not Rated' box -> Talent factors scorecard displays the editable

talent factors scorecard, enabling the managers (users) to rate the employee on the talent factors any time during

the year

✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

PlanningUpdate Talent Review

The Home-> Talent tab -> Employee name- from any of the boxes -> Talent factors scorecard displays the editable

talent factors scorecard with existing ratings and enables the managers (users) to rate the employee on the talent

factors any time during the year

✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

PlanningDirect reports view

The Home-> Talent tab -> manager filter enables the ability to filter the employees displayed in the talent matrix by

selecting a manager’s name in the Manager drop-down list. Select a name in the list to view only the employees that

report to that manager

✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

PlanningOrganizational view

The Home-> Talent tab -> manager filter enables the ability to filter the employees displayed in the talent matrix by

selecting a manager’s name in the Manager drop-down list. Filtering further the list to display only that manager’s

direct and indirect reports by selecting the corresponding option as needed from the radio buttons

✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

PlanningExpansion of each of the 9 boxes

The Home-> Talent tab -> Expand icon on the right top of each of the 10 boxes (including the Not rated box) allows

expansion of the individual box so all the employees belonging to the specific rating and displayed together with

their talent ratings

✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

PlanningMass Update Talent Review

update the ratings for multiple employees at once by clicking the expander in the top-right corner of a box in the

talent matrix. When clicked the expander, the application displays the names of the included employees in a list.✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

PlanningEdit Matrix Ability to edit the names of the boxes on the talent matrix, which suit the organizational requirement ✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

PlanningLocalization

Ability to localize the newly added names of the boxes, allowing users with sepecific language selection can be

benefitted ✓ ✓ ✓ ✓ ✓ ●

Talent Matrix Customization

Talent Factors Customization

Talent Matrix

Talent Review


Dayforce Succession

PlanningAdd New succession plans

Home -> Succession -> Add Plans feature allows the HR admins to add new succession plans. Plans can be added with

a custom name (like name of the key position) and description ✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

PlanningView existing succession plans

Home -> Succession-? Succession plans screen allows the creator( or users with edit access) of the plan to add rules

against each plan to specifiy which users would have access to view the plan in the future . Plan name, description,

no of successors and last updated by and last updated time stamps are the pieces of information that could be

displayed

✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

PlanningEdit Existing Succession plans

Home -> Succession-? Succession plans screen allows the creator( or users with edit access) of the plan to add rules

against each plan to specifiy which users would have access to edit the plan in the future . Plan name, description, no

of successors( add successors) are the pieces of information that could be edited

✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

PlanningDelete Existing Succession plans

Home -> Succession -> Add Plans feature allows the HR admins to also delete any existing succession plans. Plans can

be soft deleted anytime. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

PlanningView Count of successors

Home -> Succession ->Succession plans screen displays the summary of how many successors have been previously

tied to the plan.✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

PlanningLast updated information

Home -> Succession ->Succession plans screen displays the last updated by and last updated date in two separate

optional columns which could be added to the view.✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

PlanningSearch and add successors

Home -> Succession ->Succession plans -> Plan Assignment slide out, allows the HR admins to search and add

employees to the succession plan anytime. The dialog acclowing assignments displays the talent ratings of the

employees before hand allowing the user to make an decision more efficiently

✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

PlanningView Talent ratings

Home -> Succession ->Succession plans -> Plan Assignment slide out, allows the HR admins to search and add

employees to the succession plan anytime. Once the employees are added to the plan as successors, their existing

talent ratings are displayed in a tabular format.

✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

PlanningSort by Talent ratings

Home -> Succession ->Succession plans -> Plan Assignment slide out, all talent factors columns are separately

sortable, so that employees can be viewed in comparison to each other in reference to any talent factor✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

PlanningUpdate Succession Readiness

Home -> Succession ->Succession plans -> Plan Assignment slide out also allows the HR admins to update the

'Succession readiness' of the employees that have been added to the plan as successors. The Succession Readiness

columns (editable) allows assess an employee’s succession readiness by assigning them a rating based on how close

they are to the position in context of the plan.

✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

PlanningDelete Successors

Home -> Succession ->Succession plans -> Plan Assignment slide out, allows the HR admins to also delete/ remove the

existing successors anytime. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

PlanningAdd Notes on individual successors

Home -> Succession ->Succession plans -> Plan Assignment slide out-> Successors(individually) have a comments box

tied to them, so that the admins can leave notes against each of them for future reference. ✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

Planning

9 box representations of selected

successors

Home -> Succession ->Succession plans -> Plan Assignment slide out-> also has an alternate view of -> Talent Matrix,

which displays the available information in a talent matrix, using a nine-box format with one axis measuring

potential, and the other measuring performance. Successors are plotted on the matrix based on their Performance

and Potential talent factor ratings. The talent matrix is designed to help identify the successors who are excelling, as

well as those who may require additional grooming.

✓ ✓ ✓ ✓ ✓ ●

Dayforce Succession

PlanningUpdate Succession readiness

Home -> Succession ->Succession plans -> Plan Assignment slide out-> also has an alternate view of -> Talent Matrix->

Employee name-> Talent factors scorecard allows the HR admins to update the 'Succession readiness' of the

employees that have been added to the plan as successors . The Succession Readiness columns (editable) allows

assess an employee’s succession readiness by assigning them a rating based on how close they are to the position in

context of the plan.

✓ ✓ ✓ ✓ ✓ ●

Add successors

Talent Matrix view for a

succession plan

Succession plans
